9/4/2025 | Osaic Holdings Inc. | 725 | $48K | 0.0% | +421.6% | 0.055% | |
8/27/2025 | Orion Porfolio Solutions LLC | 10,731 | $709K | 0.0% | -9.8% | 0.807% | |
8/15/2025 | Orion Porfolio Solutions LLC | 506,234 | $34.70M | 0.2% | +4,155.5% | 38.063% | |
8/15/2025 | MML Investors Services LLC | 46,720 | $3.09M | 0.0% | +17.6% | 3.513% | |
8/1/2025 | Envestnet Asset Management Inc. | 786,972 | $51.97M | 0.0% | +5.1% | 59.394% | |
7/21/2025 | Impact Investors Inc | 43,940 | $2.90M | 2.1% | -16.5% | 3.316% | |
7/18/2025 | Truist Financial Corp | 5,156 | $341K | 0.0% | N/A | 0.388% | |
7/9/2025 | Sunpointe LLC | 73,310 | $4.84M | 1.9% | -2.6% | 5.533% | |
5/7/2025 | Sunpointe LLC | 75,258 | $4.26M | 2.3% | -0.8% | 5.745% | |
4/29/2025 | Envestnet Asset Management Inc. | 748,484 | $42.40M | 0.0% | -3.6% | 58.022% | |
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4/28/2025 | Impact Investors Inc | 52,638 | $2.98M | 2.3% | +9.5% | 4.080% | |
2/14/2025 | MML Investors Services LLC | 49,947 | $3.01M | 0.0% | -1.6% | 4.269% | |
2/13/2025 | Envestnet Asset Management Inc. | 776,431 | $46.84M | 0.0% | -9.1% | 66.362% | |
2/12/2025 | Orion Portfolio Solutions LLC | 12,879 | $777K | 0.0% | +14.5% | 1.101% | |
2/12/2025 | Florida Financial Advisors LLC | 3,918 | $236K | 0.1% | N/A | 0.335% | |
2/10/2025 | Commonwealth Equity Services LLC | 11,877 | $716K | 0.0% | +33.7% | 1.015% | |
2/5/2025 | Impact Investors Inc | 48,082 | $2.90M | 2.3% | N/A | 4.110% | |
2/3/2025 | Sunpointe LLC | 75,860 | $4.58M | 2.3% | +1,191.9% | 6.484% | |
11/15/2024 | MML Investors Services LLC | 50,742 | $3.11M | 0.0% | +25.2% | 4.337% | |
11/15/2024 | Orion Portfolio Solutions LLC | 11,252 | $690K | 0.0% | -3.8% | 0.962% | |
10/16/2024 | Sunpointe LLC | 5,872 | $360K | 0.3% | N/A | 0.502% | |
8/8/2024 | Envestnet Asset Management Inc. | 846,324 | $48.26M | 0.0% | +0.8% | 72.335% | |
7/31/2024 | Commonwealth Equity Services LLC | 5,525 | $315K | 0.0% | N/A | 0.472% | |
5/9/2024 | Orion Portfolio Solutions LLC | 14,555 | $841K | 0.0% | -6.7% | 1.255% | |
2/9/2024 | Orion Portfolio Solutions LLC | 15,595 | $770K | 0.0% | +51.6% | 1.677% | |
1/31/2024 | J.W. Cole Advisors Inc. | 4,355 | $220K | 0.0% | N/A | 0.468% | |
11/13/2023 | Envestnet Asset Management Inc. | 687,529 | $30.73M | 0.0% | +12.1% | 73.928% | |
11/6/2023 | Lincoln National Corp | 28,493 | $1.27M | 0.0% | -1.5% | 3.064% | |
11/1/2023 | Orion Portfolio Solutions LLC | 10,289 | $460K | 0.0% | -56.9% | 1.106% | |
8/7/2023 | Lincoln National Corp | 28,935 | $1.37M | 0.0% | -4.5% | 3.111% | |
8/4/2023 | Envestnet Asset Management Inc. | 613,533 | $29.13M | 0.0% | +13.0% | 65.971% | |
8/3/2023 | Addison Advisors LLC | 2,000 | $95K | 0.0% | N/A | 0.215% | |
5/11/2023 | Envestnet Asset Management Inc. | 543,024 | $24.70M | 0.0% | +18.2% | 67.040% | |
5/2/2023 | Lincoln National Corp | 30,287 | $1.38M | 0.0% | N/A | 3.739% | |
2/7/2023 | Envestnet Asset Management Inc. | 459,249 | $19.02M | 0.0% | +34.0% | 64.683% | |
2/6/2023 | Brinker Capital Investments LLC | 12,146 | $503K | 0.0% | +3.6% | 1.711% | |
11/10/2022 | Envestnet Asset Management Inc. | 342,814 | $13.73M | 0.0% | +22.3% | 60.143% | |
11/1/2022 | Brinker Capital Investments LLC | 11,728 | $470K | 0.0% | +10.1% | 2.058% | |
8/3/2022 | Envestnet Asset Management Inc. | 280,204 | $11.01M | 0.0% | +35.8% | 50.946% | |
7/18/2022 | Brinker Capital Investments LLC | 10,648 | $418K | 0.0% | +12.5% | 1.936% | |
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5/11/2022 | American Century Companies Inc. | 117,201 | $5.88M | 0.0% | -6.4% | 21.505% | |
5/4/2022 | Envestnet Asset Management Inc. | 206,319 | $10.35M | 0.0% | +31.4% | 38.207% | |
5/3/2022 | WealthPLAN Partners LLC | 6,650 | $290K | 0.0% | N/A | 1.231% | |
2/8/2022 | Brinker Capital Investments LLC | 9,488 | $543K | 0.0% | -2.5% | 1.879% | |
2/4/2022 | Envestnet Asset Management Inc. | 157,018 | $8.96M | 0.0% | +36.7% | 30.788% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 9,106 | $520K | 0.0% | N/A | 1.785% | |
11/8/2021 | Brinker Capital Investments LLC | 9,730 | $554K | 0.0% | -2.2% | 2.495% | |