8/27/2025 | Orion Porfolio Solutions LLC | 37,112 | $1.23M | 0.0% | -15.0% | 0.580% | |
8/15/2025 | Orion Porfolio Solutions LLC | 175,393 | $5.82M | 0.0% | +301.9% | 2.741% | |
8/15/2025 | Bank of America Corp DE | 59,939 | $1.99M | 0.0% | N/A | 0.937% | |
8/14/2025 | Raymond James Financial Inc. | 18,124 | $602K | 0.0% | +10.0% | 0.283% | |
8/12/2025 | Seeds Investor LLC | 109,597 | $3.64M | 0.9% | +50.4% | 1.712% | |
8/6/2025 | Golden State Wealth Management LLC | 5,335 | $177K | 0.0% | +68.0% | 0.083% | |
8/1/2025 | New York Life Investment Management LLC | 4,975,749 | $165.19M | 1.5% | -7.2% | 77.746% | |
8/1/2025 | Envestnet Asset Management Inc. | 89,170 | $2.96M | 0.0% | +79.2% | 1.393% | |
7/17/2025 | KWB Wealth | 9,677 | $321K | 0.0% | N/A | 0.154% | |
7/14/2025 | Golden State Equity Partners | 45,855 | $1.52M | 0.3% | -11.4% | 0.728% | |
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5/20/2025 | Focus Partners Wealth | 18,217 | $550K | 0.0% | -60.0% | 0.276% | |
5/19/2025 | Jane Street Group LLC | 36,218 | $1.09M | 0.0% | N/A | 0.549% | |
5/16/2025 | NewEdge Advisors LLC | 5,829 | $176K | 0.0% | N/A | 0.088% | |
5/7/2025 | LPL Financial LLC | 50,447 | $1.52M | 0.0% | -6.2% | 0.764% | |
4/29/2025 | Envestnet Asset Management Inc. | 49,764 | $1.50M | 0.0% | +175.1% | 0.754% | |
4/29/2025 | Paul R. Ried Financial Group LLC | 24,645 | $744K | 0.5% | +10.2% | 0.373% | |
4/24/2025 | Golden State Wealth Management LLC | 3,176 | $96K | 0.0% | +30.4% | 0.048% | |
4/23/2025 | Golden State Wealth Management LLC | 6,351 | $192K | 0.0% | +160.7% | 0.096% | |
4/23/2025 | Golden State Equity Partners | 51,773 | $1.56M | 0.3% | +14.5% | 0.784% | |
2/17/2025 | Focus Partners Wealth | 45,547 | $1.30M | 0.0% | -4.3% | 0.712% | |
2/13/2025 | Seeds Investor LLC | 80,153 | $2.29M | 0.7% | +8.2% | 1.252% | |
2/13/2025 | Envestnet Asset Management Inc. | 18,090 | $516K | 0.0% | N/A | 0.283% | |
2/12/2025 | Orion Portfolio Solutions LLC | 45,916 | $1.31M | 0.0% | -2.0% | 0.717% | |
2/11/2025 | LPL Financial LLC | 53,799 | $1.54M | 0.0% | -0.7% | 0.841% | |
2/5/2025 | New York Life Investment Management LLC | 6,108,378 | $174.25M | 1.7% | +30.7% | 95.443% | |
2/3/2025 | Boston Financial Mangement LLC | 16,717 | $477K | 0.0% | -4.0% | 0.261% | |
1/24/2025 | Paul R. Ried Financial Group LLC | 22,365 | $638K | 0.4% | N/A | 0.349% | |
1/24/2025 | Golden State Equity Partners | 45,224 | $1.29M | 0.2% | -12.2% | 0.707% | |
11/15/2024 | Orion Portfolio Solutions LLC | 46,860 | $1.47M | 0.0% | -1.8% | 0.732% | |
11/15/2024 | Jane Street Group LLC | 22,793 | $716K | 0.0% | +137.9% | 0.356% | |
11/6/2024 | NYL Investors LLC | 173,108 | $5.44M | 0.3% | -10.1% | 2.705% | |
10/25/2024 | Golden State Equity Partners | 42,997 | $1.35M | 0.3% | -4.6% | 0.672% | |
10/25/2024 | Boston Financial Mangement LLC | 17,417 | $547K | 0.0% | -12.5% | 0.272% | |
8/5/2024 | New York Life Investment Management LLC | 4,792,072 | $140.71M | 1.4% | -5.3% | 74.876% | |
7/30/2024 | Boston Financial Mangement LLC | 19,912 | $585K | 0.0% | -5.1% | 0.311% | |
5/11/2024 | NYL Investors LLC | 192,608 | $5.75M | 0.2% | +34.1% | 3.010% | |
5/9/2024 | Orion Portfolio Solutions LLC | 53,219 | $1.59M | 0.0% | -21.0% | 0.832% | |
4/20/2024 | KWB Wealth | 8,783 | $262K | 0.0% | +5.4% | 0.137% | |
2/16/2024 | United Advisor Group LLC | 14,492 | $405K | 0.5% | N/A | 0.210% | |
2/12/2024 | NYL Investors LLC | 143,578 | $4.01M | 0.2% | N/A | 2.081% | |
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2/9/2024 | Orion Portfolio Solutions LLC | 67,376 | $1.89M | 0.0% | +7.7% | 0.976% | |
2/6/2024 | New York Life Investment Management LLC | 6,143,061 | $171.70M | 1.8% | -3.2% | 89.030% | |
2/2/2024 | Golden State Equity Partners | 45,036 | $1.26M | 0.3% | +5.0% | 0.653% | |
1/11/2024 | KWB Wealth | 8,333 | $233K | 0.0% | -13.9% | 0.121% | |
11/9/2023 | Boston Financial Mangement LLC | 22,416 | $577K | 0.0% | +5.0% | 0.325% | |
11/8/2023 | New York Life Investment Management LLC | 6,344,474 | $163.17M | 1.8% | +1.7% | 91.949% | |
11/7/2023 | Atria Investments Inc | 40,796 | $1.05M | 0.0% | N/A | 0.591% | |
11/1/2023 | Orion Portfolio Solutions LLC | 62,553 | $1.61M | 0.0% | -30.8% | 0.907% | |
10/20/2023 | Golden State Equity Partners | 42,907 | $1.10M | 0.3% | -26.2% | 0.622% | |
8/7/2023 | New York Life Investment Management LLC | 6,240,364 | $169.59M | 1.8% | -5.9% | 90.440% | |
7/24/2023 | KWB Wealth | 9,675 | $263K | 0.0% | -13.2% | 0.140% | |
7/19/2023 | Golden State Equity Partners | 58,152 | $1.58M | 0.4% | N/A | 0.843% | |
5/8/2023 | New York Life Investment Management LLC | 6,631,958 | $176.15M | 2.0% | -4.8% | 90.849% | |
4/7/2023 | KWB Wealth | 11,141 | $276K | 0.1% | +10.9% | 0.153% | |
3/6/2023 | OLD Mission Capital LLC | 1,224 | $30K | 0.0% | N/A | 0.017% | |
2/10/2023 | New York Life Investment Management LLC | 6,962,833 | $172.68M | 2.0% | -8.6% | 95.381% | |
2/8/2023 | Orion Portfolio Solutions LLC | 11,160 | $277K | 0.0% | N/A | 0.153% | |
2/7/2023 | LPL Financial LLC | 34,402 | $853K | 0.0% | +3.1% | 0.471% | |
2/6/2023 | Brinker Capital Investments LLC | 42,054 | $1.04M | 0.0% | +2.7% | 0.576% | |
1/27/2023 | Boston Financial Mangement LLC | 13,413 | $333K | 0.0% | +20.5% | 0.184% | |
11/15/2022 | KWB Wealth | 10,051 | $212K | 0.0% | N/A | 0.124% | |
11/10/2022 | Boston Financial Mangement LLC | 11,133 | $234K | 0.0% | +5.8% | 0.137% | |
8/8/2022 | Boston Financial Mangement LLC | 10,523 | $248K | 0.0% | N/A | 0.137% | |
7/18/2022 | Brinker Capital Investments LLC | 40,594 | $957K | 0.0% | +15.8% | 0.527% | |
4/26/2022 | New York Life Investment Management LLC | 7,211,413 | $199.30M | 10.5% | +6.0% | 94.887% | |
2/9/2022 | Orion Portfolio Solutions LLC | 8,688 | $260K | 0.0% | +6.3% | 0.121% | |
2/7/2022 | New York Life Investment Management LLC | 6,804,990 | $203.98M | 10.6% | +4.4% | 94.514% | |
11/16/2021 | Cetera Advisor Networks LLC | 10,094 | $295K | 0.0% | N/A | 0.142% | |
11/16/2021 | LPL Financial LLC | 48,434 | $1.42M | 0.0% | -61.0% | 0.682% | |
11/5/2021 | New York Life Investment Management LLC | 6,519,747 | $190.76M | 10.5% | +6.9% | 91.827% | |
8/16/2021 | Wagner Wealth Management LLC | 1,825 | $54K | 0.0% | N/A | 0.028% | |
8/13/2021 | LPL Financial LLC | 124,091 | $3.68M | 0.0% | +3.0% | 1.924% | |
8/5/2021 | Orion Portfolio Solutions LLC | 8,178 | $242K | 0.0% | +4.7% | 0.127% | |
8/3/2021 | Brinker Capital Investments LLC | 35,914 | $1.07M | 0.0% | +1.7% | 0.557% | |