| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Whalerock Point Partners | 10.30 k | 14 Feb 25 | 31 Dec 24 | 10.21 k | +1% | 30 Sep 24 |
|
13F-HR
|
Betterment | 8.70 k | 14 Feb 25 | 31 Dec 24 | 6.61 k | +32% | 30 Sep 24 |
|
13F-HR
|
Creative Planning | 29.16 k | 14 Feb 25 | 31 Dec 24 | 118.38 k | -75% | 30 Sep 24 |
|
13F-HR
|
Herold Advisors | 12.32 k | 14 Feb 25 | 31 Dec 24 | 12.32 k | 0% | 30 Sep 24 |
|
13F-HR
|
Fiduciary Trust | 4.33 k | 14 Feb 25 | 31 Dec 24 | 4.33 k | 0% | 30 Sep 24 |
|
13F-HR
|
PMV Capital Advisers | 207.00 | 14 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR/A
|
Integrated Investment Consultants | 31.00 k | 14 Feb 25 | 31 Dec 24 | 31.00 k | 0% | 30 Sep 24 |
|
13F-HR
|
Guerra Advisors | 178.86 k | 14 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Beaumont Capital Management | 56.80 k | 14 Feb 25 | 31 Dec 24 | 91.00 k | -38% | 30 Sep 24 |
|
13F-HR
|
LifePlan Investment Advisors | 59.94 k | 14 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
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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