| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Whalerock Point Partners | 8.49 k | 14 Feb 25 | 31 Dec 24 | 8.45 k | +1% | 30 Sep 24 |
|
13F-HR
|
Betterment | 26.97 mm | 14 Feb 25 | 31 Dec 24 | 27.66 mm | -2% | 30 Sep 24 |
|
13F-HR
|
Shorepoint Capital Partners | 893.00 | 14 Feb 25 | 31 Dec 24 | 17.36 k | -95% | 30 Sep 24 |
|
13F-HR
|
Mission Creek Capital Partners | 12.06 k | 14 Feb 25 | 31 Dec 24 | 10.45 k | +15% | 30 Sep 24 |
|
13F-HR
|
Oak Wealth Advisors | 6.28 k | 14 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Berger Financial | 1.34 k | 14 Feb 25 | 31 Dec 24 | 5.95 k | -77% | 30 Sep 24 |
|
13F-HR
|
Gerber Kawasaki Wealth & Investment Management | 3.70 k | 14 Feb 25 | 31 Dec 24 | 3.67 k | +1% | 30 Sep 24 |
|
13F-HR
|
Rinkey Investments | 1.44 k | 14 Feb 25 | 31 Dec 24 | 1.37 k | +5% | 30 Sep 24 |
|
13F-HR
|
Creative Planning | 76.08 k | 14 Feb 25 | 31 Dec 24 | 28.11 k | +171% | 30 Sep 24 |
|
13F-HR
|
Manufacturers Life Insurance Company, The | 1.06 mm | 14 Feb 25 | 31 Dec 24 | 101.22 k | +945% | 30 Sep 24 |
This data is updated daily from 13F, 13D and 13G SEC filings.
Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.
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