Inst. Holders
3 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ATWOOD & PALMER INC | 520,568 | $41.5M | 69.9% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 219,251 | $17.3M | 29.1% | ADD +93.5% |
| Farther Finance Advisors, LLC | 7,129 | $567.7K | 1.0% | ADD +49.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 113,295 | 219,251 | +93.5% | $17.3M |
| Farther Finance Advisors, LLC | ADD | 4,755 | 7,129 | +49.9% | $567.7K |
| BANK OF AMERICA CORP /DE/ | NEW | — | 866,184 | — | $67.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | DOUBLED | 274,615 | 596,315 | +117.1% | $46.2M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 350,105 | 460,582 | +31.6% | $35.5M |
| LPL Financial LLC | ADD | 269,407 | 354,320 | +31.5% | $27.4M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 111,116 | 173,160 | +55.8% | $13.4M |
| Focus Partners Advisor Solutions, LLC | ADD | 127,314 | 172,534 | +35.5% | $13.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 22,090 | 113,295 | +412.9% | $8.9M |
| RAYMOND JAMES FINANCIAL INC | ADD | 19,795 | 29,703 | +50.1% | $2.3M |