1/25/2024 | International Assets Investment Management LLC | 20,286 | $1.58M | 0.0% | N/A | 3.978% | |
1/24/2024 | International Assets Investment Management LLC | 20,286 | $1.58M | 0.0% | N/A | 3.978% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 2,260 | $176K | 0.0% | N/A | 0.443% | |
1/11/2024 | Atlas Private Wealth Advisors | 2,556 | $199K | 0.0% | -23.7% | 0.501% | |
10/11/2023 | Atlas Private Wealth Advisors | 3,350 | $256K | 0.0% | +6.7% | 0.657% | |
8/4/2023 | Atlas Private Wealth Advisors | 3,140 | $250K | 0.1% | N/A | 0.616% | |
|
7/31/2023 | LPL Financial LLC | 11,673 | $929K | 0.0% | -7.2% | 2.289% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 3,238 | $258K | 0.0% | +5.6% | 0.635% | |
5/12/2023 | Milestone Advisory Partners | 3,251 | $250K | 0.2% | -69.6% | 0.637% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 2,660 | $200K | 0.0% | +100.0% | 0.522% | |
4/28/2023 | Ameritas Advisory Services LLC | 480 | $37K | 0.0% | N/A | 0.094% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 5,081 | $359K | 0.0% | -4.7% | 1.270% | |
2/7/2023 | LPL Financial LLC | 13,254 | $936K | 0.0% | -4.3% | 3.314% | |
1/23/2023 | Migdal Insurance & Financial Holdings Ltd. | 1,330 | $94K | 0.0% | N/A | 0.333% | |
8/11/2022 | Cetera Advisors LLC | 9,650 | $689K | 0.0% | +3.8% | 1.755% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 3,090 | $221K | 0.0% | -4.6% | 0.562% | |
5/12/2022 | Cetera Advisors LLC | 9,300 | $853K | 0.0% | +3.3% | 1.691% | |
5/10/2022 | Mercer Global Advisors Inc. ADV | 7,344 | $674K | 0.0% | -6.2% | 1.335% | |
5/10/2022 | Milestone Advisory Partners | 10,687 | $980K | 0.5% | -6.0% | 1.943% | |
5/2/2022 | Migdal Insurance & Financial Holdings Ltd. | 22,550 | $2.07M | 0.0% | -8.2% | 4.027% | |
2/14/2022 | Evercore Wealth Management LLC | 2,000 | $205K | 0.0% | N/A | 0.357% | |
2/10/2022 | Masso Torrence Wealth Management Inc. | 520 | $53K | 0.0% | N/A | 0.093% | |
2/4/2022 | Milestone Advisory Partners | 11,365 | $1.16M | 0.6% | -17.7% | 2.029% | |
11/16/2021 | Captrust Financial Advisors | 750 | $69K | 0.0% | N/A | 0.163% | |
11/16/2021 | Cetera Advisors LLC | 8,000 | $731K | 0.0% | -1.2% | 1.739% | |
11/16/2021 | LPL Financial LLC | 21,622 | $1.98M | 0.0% | -0.5% | 4.700% | |
11/12/2021 | Ibex Wealth Advisors | 1,188 | $109K | 0.0% | N/A | 0.258% | |
11/10/2021 | NTV Asset Management LLC | 2,200 | $201K | 0.0% | N/A | 0.478% | |
11/10/2021 | Citigroup Inc. | 772 | $71K | 0.0% | -13.5% | 0.168% | |
8/16/2021 | Royal Bank of Canada | 5,150 | $468K | 0.0% | +1,065.2% | 1.120% | |
8/16/2021 | Milestone Advisory Partners | 13,803 | $1.25M | 0.7% | -74.9% | 3.001% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 1,594 | $145K | 0.0% | -10.2% | 0.347% | |
8/13/2021 | LPL Financial LLC | 21,735 | $1.97M | 0.0% | +81.7% | 4.725% | |
8/11/2021 | Susquehanna International Group LLP | 7,156 | $650K | 0.0% | +195.2% | 1.556% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 3,340 | $303K | 0.0% | +9.0% | 0.726% | |
8/2/2021 | Advisor Group Holdings Inc. | 2,135 | $194K | 0.0% | +9.3% | 0.464% | |
5/18/2021 | Morgan Stanley | 11,099 | $915K | 0.0% | -7.0% | 2.413% | |
5/18/2021 | Citadel Advisors LLC | 3,618 | $298K | 0.0% | +35.1% | 0.787% | |
5/17/2021 | Royal Bank of Canada | 442 | $37K | 0.0% | -91.8% | 0.096% | |
5/12/2021 | UBS Group AG | 12,676 | $1.05M | 0.0% | -3.9% | 2.756% | |
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5/4/2021 | Migdal Insurance & Financial Holdings Ltd. | 28,467 | $2.35M | 0.0% | +50.2% | 5.810% | |
4/28/2021 | Milestone Advisory Partners | 55,072 | $4.54M | 2.4% | -20.6% | 11.239% | |
4/5/2021 | Fulcrum Equity Management | 16,809 | $1.39M | 0.5% | N/A | 3.233% | |
2/18/2021 | EP Wealth Advisors LLC | 1,656 | $140K | 0.0% | N/A | 0.307% | |
2/17/2021 | Cetera Advisors LLC | 6,200 | $524K | 0.0% | +3.3% | 1.148% | |
2/12/2021 | LPL Financial LLC | 12,553 | $1.06M | 0.0% | -4.0% | 2.325% | |
2/11/2021 | Citigroup Inc. | 892 | $75K | 0.0% | +15.5% | 0.165% | |
2/9/2021 | Wells Fargo & Company MN | 6,904 | $583K | 0.0% | -3.8% | 1.279% | |
1/25/2021 | Milestone Advisory Partners | 69,342 | $5.86M | 3.3% | +2.4% | 12.383% | |
11/13/2020 | Morgan Stanley | 13,607 | $931K | 0.0% | -5.0% | 1.890% | |
11/13/2020 | Cetera Advisors LLC | 6,000 | $411K | 0.0% | +10.1% | 0.833% | |
11/9/2020 | LPL Financial LLC | 13,070 | $894K | 0.0% | -1.6% | 1.815% | |
11/6/2020 | Planned Solutions Inc. | 1,061 | $73K | 0.1% | N/A | 0.147% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 2,958 | $202K | 0.0% | -15.0% | 0.394% | |
10/27/2020 | Milestone Advisory Partners | 67,697 | $4.63M | 2.9% | +1.0% | 9.026% | |
10/14/2020 | Nachman Norwood & Parrott Inc | 750 | $51K | 0.0% | N/A | 0.100% | |
8/14/2020 | EP Wealth Advisors LLC | 14,235 | $935K | 0.0% | -10.9% | 1.779% | |
8/7/2020 | NTV Asset Management LLC | 3,100 | $204K | 0.1% | N/A | 0.388% | |
7/31/2020 | Milestone Advisory Partners | 67,057 | $4.41M | 2.6% | N/A | 8.382% | |
7/31/2020 | UBS Group AG | 36,986 | $2.43M | 0.0% | -15.5% | 4.623% | |
7/27/2020 | Cambridge Investment Research Advisors Inc. | 3,480 | $229K | 0.0% | N/A | 0.435% | |
5/15/2020 | Morgan Stanley | 16,601 | $845K | 0.0% | -74.6% | 2.075% | |