Who owns SPDR DJ Wilshire Large Cap Value?
- Ticker: SPYV
- CUSIP Number: 78464A508
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Large Cap Value with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SPDR DJ Wilshire Large Cap Value this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C | 74M | $3.7B | 1% | Mar 2024 |
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LPL Financial | 33M | $1.7B | 19% | Mar 2024 |
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Hanson McClain Advisors | 19M | $972M | 5% | Mar 2024 |
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Morgan Stanley | 10M | $501M | 35% | Mar 2024 |
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ValMark Advisers | 7.4M | $372M | 1% | Mar 2024 |
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UBS Group | 6.2M | $312M | -4% | Mar 2024 |
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Ameriprise Financial | 6.2M | $310M | 125% | Mar 2024 |
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Bank of America Corporation | 6.0M | $299M | 9% | Mar 2024 |
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Horizon Investments | 5.9M | $294M | -30% | Mar 2024 |
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Jpmorgan Chase & Co | 5.1M | $255M | 36% | Mar 2024 |
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CWM | 4.9M | $247M | 13% | Mar 2024 |
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Envestnet Asset Management | 4.2M | $210M | -3% | Mar 2024 |
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Raymond James Financial Services Advisors | 4.2M | $209M | -10% | Mar 2024 |
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Advisory Alpha | 3.9M | $194M | 16% | Mar 2024 |
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Willis Johnson & Associates | 3.7M | $187M | 2% | Mar 2024 |
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Franklin Resources | 3.7M | $183M | -1% | Mar 2024 |
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Tiaa Trust, National Association | 3.2M | $159M | -1% | Mar 2024 |
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Royal Bank of Canada | 3.2M | $159M | -29% | Mar 2024 |
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Betterment | 3.1M | $158M | -7% | Mar 2024 |
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HPM Partners | 3.1M | $155M | 0% | Mar 2024 |
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Dynasty Wealth Management | 3.1M | $153M | 100% | Mar 2024 |
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Nicolet Advisory Services | 3.0M | $150M | -11% | Mar 2024 |
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Bank of New York Mellon | 3.0M | $149M | -25% | Mar 2024 |
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Advisor Group Holdings | 3.0M | $148M | -59% | Mar 2024 |
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First National Trust Company | 2.5M | $125M | 8% | Mar 2024 |
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Townsquare Capital | 2.5M | $125M | 4% | Mar 2024 |
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Connecticut Wealth Management | 2.4M | $119M | 3% | Mar 2024 |
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Quotient Wealth Partners | 2.4M | $110M | 100% | Dec 2023 |
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Private Advisor | 2.3M | $117M | 5% | Mar 2024 |
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Lutz Financial Services | 2.2M | $111M | 0% | Mar 2024 |
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Mariner Wealth Advisors | 2.0M | $98M | -16% | Mar 2024 |
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NorthRock Partners | 1.9M | $98M | -1% | Mar 2024 |
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Massey, Quick & Co | 1.9M | $97M | 1% | Mar 2024 |
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Financial Gravity Wealth | 1.9M | $75M | 0% | Dec 2023 |
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Putnam Fl Investment Management | 1.8M | $92M | 12% | Mar 2024 |
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HighTower Advisors | 1.8M | $88M | 1% | Mar 2024 |
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KWB Wealth | 1.6M | $82M | 13% | Mar 2024 |
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Old National Trust Company | 1.6M | $81M | 3% | Mar 2024 |
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Gerber Kawasaki Wealth & Investment Management | 1.6M | $81M | 26% | Mar 2024 |
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Angeles Wealth Management | 1.6M | $81M | 23% | Mar 2024 |
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N.E.W. Advisory Services | 1.6M | $79M | 1% | Mar 2024 |
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ERTS Wealth Advisors | 1.5M | $77M | 0% | Mar 2024 |
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Balanced Wealth Group | 1.5M | $38M | 139% | Mar 2024 |
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AE Wealth Management | 1.5M | $76M | -25% | Mar 2024 |
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Magnus Financial Group | 1.5M | $76M | 3% | Mar 2024 |
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Goldman Sachs Group | 1.5M | $75M | -9% | Mar 2024 |
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Mount Yale Investment Advisors | 1.4M | $69M | 100% | Mar 2024 |
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Janney Montgomery Scott | 1.4M | $69M | 7% | Mar 2024 |
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Wells Fargo & Company | 1.4M | $69M | 11% | Mar 2024 |
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Octavia Wealth Advisors | 1.4M | $68M | 4728% | Mar 2024 |
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Stifel Financial | 1.2M | $61M | 25% | Mar 2024 |
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Nottingham Advisors | 1.2M | $48M | -1% | Dec 2023 |
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AlphaStar Capital Management | 1.2M | $60M | 4% | Mar 2024 |
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CoreCap Advisors | 1.2M | $55M | -1% | Dec 2023 |
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Arrow Financial Corp. | 1.1M | $53M | 0% | Dec 2023 |
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Klingman & Associates | 1.1M | $56M | -3% | Mar 2024 |
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FMR | 1.1M | $56M | -2% | Mar 2024 |
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Nicolet Bankshares | 1.1M | $55M | -2% | Mar 2024 |
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Commonwealth Equity Services | 1.0M | $52M | -4% | Mar 2024 |
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Cambridge Investment Research Advisors | 1.0M | $51M | 9% | Mar 2024 |
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Good Life Advisors | 977k | $49M | 3% | Mar 2024 |
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Flagship Harbor Advisors | 944k | $47M | -23% | Mar 2024 |
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Accredited Investors | 910k | $46M | -5% | Mar 2024 |
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Alera Investment Advisors | 903k | $45M | -11% | Mar 2024 |
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Compton Financial Group | 875k | $44M | 2% | Mar 2024 |
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Whitcomb & Hess | 862k | $43M | -8% | Mar 2024 |
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Wealth Enhancement Advisory Services | 811k | $41M | -51% | Mar 2024 |
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Facet Wealth | 807k | $39M | -3% | Mar 2024 |
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Perennial Investment Advisors | 785k | $39M | -17% | Mar 2024 |
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Mercer Global Advisors | 784k | $39M | -31% | Mar 2024 |
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Brookstone Capital Management | 761k | $38M | 38% | Mar 2024 |
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Benjamin F. Edwards & Company | 754k | $38M | 28% | Mar 2024 |
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Envestnet Portfolio Solutions | 747k | $37M | -30% | Mar 2024 |
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Creative Financial Designs | 716k | $36M | 3% | Mar 2024 |
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Founders Financial Securities | 698k | $35M | -21% | Mar 2024 |
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Measured Wealth Private Client Group | 687k | $34M | -5% | Mar 2024 |
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Williams Financial | 686k | $34M | 100% | Mar 2024 |
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Raymond James & Associates | 668k | $33M | 13% | Mar 2024 |
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BIP Wealth | 666k | $33M | -10% | Mar 2024 |
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CI Private Wealth | 653k | $33M | -5% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 628k | $32M | 146% | Mar 2024 |
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Krasney Financial | 618k | $31M | 2% | Mar 2024 |
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Honkamp Krueger Financial Services | 609k | $31M | -12% | Mar 2024 |
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Edmonds Duncan Registered Investment Advisors | 591k | $30M | 1% | Mar 2024 |
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Integrys Wealth Advisors | 585k | $29M | -2% | Mar 2024 |
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Woodard & Co Asset Management Group | 570k | $29M | -1% | Mar 2024 |
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Redwood Investment Management | 562k | $28M | 10120% | Mar 2024 |
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Northern Trust | 556k | $28M | 0% | Mar 2024 |
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PFG Financial Advisors | 555k | $28M | 7% | Mar 2024 |
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Riversedge Advisors | 538k | $27M | 0% | Mar 2024 |
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Tennessee Valley Asset Management Partners | 536k | $27M | 3% | Mar 2024 |
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Bp Wealth Management | 535k | $27M | 29% | Mar 2024 |
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Choice Wealth Advisors | 528k | $27M | -4% | Mar 2024 |
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Thrivent Financial for Lutherans | 522k | $26M | 25% | Mar 2024 |
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ERn Financial | 518k | $26M | 4% | Mar 2024 |
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Rodgers & Associates | 501k | $25M | 0% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 499k | $25M | 5% | Mar 2024 |
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Merit Financial Group | 496k | $24M | 3% | Mar 2024 |
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First Command Advisory Services | 480k | $24M | -7% | Mar 2024 |
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Alesco Advisors | 479k | $24M | -47% | Mar 2024 |
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Brandywine Oak Private Wealth | 470k | $24M | 6% | Mar 2024 |
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Geneos Wealth Management | 462k | $23M | 3% | Mar 2024 |
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Pinnacle Wealth Planning Services | 451k | $23M | -1% | Mar 2024 |
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Western Wealth Management | 447k | $22M | -8% | Mar 2024 |
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TSFG | 439k | $22M | 49% | Mar 2024 |
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Garrett Investment Advisors | 437k | $22M | 19% | Mar 2024 |
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Horizon Wealth Management | 426k | $21M | 20% | Mar 2024 |
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Windsor Capital Management | 422k | $21M | -1% | Mar 2024 |
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Executive Wealth Management | 420k | $21M | 3% | Mar 2024 |
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Visionary Horizons | 419k | $20M | 4% | Mar 2024 |
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Yeomans Consulting Group | 416k | $21M | -12% | Mar 2024 |
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Money Design | 415k | $21M | -13% | Mar 2024 |
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MBE Wealth Management | 415k | $21M | 1314% | Mar 2024 |
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Harbor Group | 413k | $21M | 4% | Mar 2024 |
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Cary Street Partner Investment Advisory | 406k | $20M | 7% | Mar 2024 |
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Stratos Wealth Partners | 398k | $20M | 34% | Mar 2024 |
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Alta Wealth Advisors | 397k | $20M | 5% | Mar 2024 |
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Global Retirement Partners | 397k | $20M | 8% | Mar 2024 |
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Retirement Planning Group | 392k | $20M | 3% | Mar 2024 |
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Personal Resources Investment & Strategic Management | 390k | $20M | 1% | Mar 2024 |
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Pure Financial Advisors | 390k | $20M | -3% | Mar 2024 |
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Warren Averett Asset Management | 383k | $19M | 273% | Mar 2024 |
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Atticus Wealth Management | 383k | $19M | 4% | Mar 2024 |
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Larson Financial Group | 378k | $19M | -7% | Mar 2024 |
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SkyOak Wealt | 378k | $19M | 5% | Mar 2024 |
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Michael S. Ryan | 377k | $18M | 5% | Dec 2023 |
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Great Valley Advisor Group | 374k | $19M | 13% | Mar 2024 |
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Baird Financial | 374k | $17M | 10% | Dec 2023 |
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Hamilton Capital Management | 370k | $19M | -22% | Mar 2024 |
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Diversify Advisory Services | 370k | $18M | 100% | Mar 2024 |
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Keystone Financial Group | 369k | $19M | 42% | Mar 2024 |
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Ackerman Capital Advisors | 367k | $18M | -6% | Mar 2024 |
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Meritage Portfolio Management | 359k | $18M | -33% | Mar 2024 |
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Assetmark | 354k | $18M | 73% | Mar 2024 |
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M^T Bank Corporation | 353k | $18M | -5% | Mar 2024 |
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Leicht Financial Planning & Wealth Management | 350k | $18M | -4% | Mar 2024 |
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Steel Peak Wealth Management | 347k | $17M | 1% | Mar 2024 |
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CarsonAllaria Wealth Management | 346k | $17M | 6% | Mar 2024 |
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Goss Wealth Management | 344k | $17M | 30% | Mar 2024 |
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Navalign | 338k | $17M | 0% | Mar 2024 |
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Retirement Financial Solutions | 326k | $16M | 9% | Mar 2024 |
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Courier Capital Corp | 326k | $16M | 5% | Mar 2024 |
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TPG Financial Advisors | 322k | $15M | 0% | Dec 2023 |
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Dfpg Investments | 320k | $15M | 7% | Dec 2023 |
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Integrated Wealth Concepts | 319k | $16M | 36% | Mar 2024 |
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Wealth Advisors of Iowa | 315k | $16M | -1% | Mar 2024 |
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Modern Wealth Management | 313k | $16M | 100% | Mar 2024 |
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McAdam | 311k | $16M | -1% | Mar 2024 |
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Diligent Investors | 303k | $15M | 0% | Mar 2024 |
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Branch Banking & Trust Company | 302k | $15M | 19% | Mar 2024 |
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Charles Schwab Investment Management | 300k | $15M | -7% | Mar 2024 |
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Atria Wealth Solutions | 249k | $12M | -32% | Mar 2024 |
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Susquehanna International | 100k | $5.0M | -75% | Mar 2024 |
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Orion Portfolio Solutions | 60k | $3.0M | -96% | Mar 2024 |
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One Capital Management | 42k | $2.1M | -89% | Mar 2024 |
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Sanchez Wealth Management Group | 11k | $539k | -98% | Mar 2024 |
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Principal Securities | 449.00 | $23k | -100% | Mar 2024 |
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Who sold out of SPDR DJ Wilshire Large Cap Value?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Parker Investment Management | Dec 2023 | 485k | $23M |