Invesco PHLX Semiconductor ETF(SOXQ)

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Invesco PHLX Semiconductor ETF(SOXQ)

NASDAQ

$102.06—

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SOXQ(SOXQ)

SOXQ

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 135 Institutional Holders

Holder	Shares	Date	Change	% Held
FFG Partners, LLC	7.76K	Jun 30, 26	+7.76K	0.08%
Wealthcare Advisory Partners LLC	5.54K	Jun 30, 26	+1.94K	0.05%
Worth Asset Management, LLC	2.49K	Jun 30, 26	+2.49K	0.02%
CoreCap Advisors, LLC	1.39K	Jun 30, 26	+1.22K	0.01%
CX Institutional	271	Jun 30, 26	--	0.00%
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	6	Jun 30, 26	+6	0.00%
MORGAN STANLEY	530.62K	Mar 31, 26	+86.23K	5.23%
EAGLE GLOBAL ADVISORS LLC	332.48K	Mar 31, 26	+734	3.28%
LPL Financial LLC	314.71K	Mar 31, 26	+9.52K	3.10%
CITIGROUP INC	248.89K	Mar 31, 26	+185.08K	2.45%
CONDOR CAPITAL MANAGEMENT	190.51K	Mar 31, 26	-2.30K	1.88%
NorthRock Partners, LLC	159.05K	Mar 31, 26	-2.79K	1.57%
NATIONAL BANK OF CANADA /FI/	150.00K	Mar 31, 26	+150.00K	1.48%
BANK OF AMERICA CORP /DE/	142.99K	Mar 31, 26	-21.85K	1.41%
Cambridge Investment Research Advisors, Inc.	139.87K	Mar 31, 26	+10.94K	1.38%
MEITAV INVESTMENT HOUSE LTD	95.37K	Mar 31, 26	+2.30K	0.94%
JPMORGAN CHASE & CO	81.28K	Mar 31, 26	+286	0.80%
VestGen Advisors, LLC	80.45K	Mar 31, 26	+4.21K	0.79%
ABSOLUTE CAPITAL MANAGEMENT, LLC	67.90K	Mar 31, 26	+67.90K	0.67%
Mirae Asset Global Investments Co., Ltd.	60.51K	Mar 31, 26	--	0.60%
TWO SIGMA INVESTMENTS, LP	56.40K	Mar 31, 26	-220.90K	0.56%
Meridian Wealth Management, LLC	53.88K	Mar 31, 26	+20.73K	0.53%
CI Private Wealth, LLC	47.80K	Mar 31, 26	+21.09K	0.47%
Hardy Reed LLC	45.00K	Mar 31, 26	--	0.44%
RAYMOND JAMES FINANCIAL INC	44.14K	Mar 31, 26	+25.98K	0.44%
MARSHALL INVESTMENT MANAGEMENT, LLC	42.33K	Mar 31, 26	-4.45K	0.42%
Capital Investment Advisors, LLC	42.06K	Mar 31, 26	+723	0.41%
ROYAL BANK OF CANADA	37.10K	Mar 31, 26	+35.81K	0.37%
D. E. Shaw & Co., Inc.	35.30K	Mar 31, 26	+35.30K	0.35%
AMERIPRISE FINANCIAL INC	34.53K	Mar 31, 26	-29.12K	0.34%
ADVISOR GROUP HOLDINGS, INC.	33.17K	Mar 31, 26	-12.35K	0.33%
Sumitomo Mitsui Trust Group, Inc.	29.00K	Mar 31, 26	+4.70K	0.29%
JANE STREET GROUP, LLC	26.97K	Mar 31, 26	+19.57K	0.27%
COMMONWEALTH EQUITY SERVICES, LLC	22.78K	Mar 31, 26	-1.54K	0.22%
Kovack Advisors, Inc.	20.26K	Mar 31, 26	-7.16K	0.20%
HighPoint Advisor Group LLC	20.22K	Mar 31, 26	-2.56K	0.20%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	17.34K	Mar 31, 26	-8.43K	0.17%
Almanack Investment Partners, LLC.	16.75K	Mar 31, 26	+1.32K	0.17%
CWM, LLC	14.32K	Mar 31, 26	--	0.14%
Equitable Holdings, Inc.	14.15K	Mar 31, 26	+1.92K	0.14%
Farther Finance Advisors, LLC	13.84K	Mar 31, 26	+1.24K	0.14%
OPPENHEIMER & CO INC	13.59K	Mar 31, 26	-11.51K	0.13%
Bright Futures Wealth Management, LLC.	13.08K	Mar 31, 26	+184	0.13%
Jump Financial, LLC	12.83K	Mar 31, 26	-16.80K	0.13%
Cetera Investment Advisers	11.94K	Mar 31, 26	+5.26K	0.12%
PACIFIC SUN FINANCIAL CORP	11.47K	Mar 31, 26	+530	0.11%
HRT FINANCIAL LP	10.65K	Mar 31, 26	+10.65K	0.10%
Prospera Financial Services Inc	10.07K	Mar 31, 26	+176	0.10%
Steward Partners Investment Advisory, LLC	9.99K	Mar 31, 26	+40	0.10%
WBI INVESTMENTS, INC.	9.90K	Mar 31, 26	-40.94K	0.10%
Huntleigh Advisors, Inc.	9.54K	Mar 31, 26	+202	0.09%
Quadrature Capital Ltd	9.46K	Mar 31, 26	+9.46K	0.09%
Independent Advisor Alliance	9.39K	Mar 31, 26	+9.39K	0.09%
IHT Wealth Management, LLC	8.85K	Mar 31, 26	-8.37K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.77K	Mar 31, 26	+7.81K	0.09%
GRIMES & COMPANY, INC.	8.73K	Mar 31, 26	-87	0.09%
PFG Investments, LLC	8.39K	Mar 31, 26	-129	0.08%
Sanctuary Advisors, LLC	7.73K	Mar 31, 26	-47	0.08%
Global X Japan Co., Ltd.	7.39K	Mar 31, 26	+7.39K	0.07%
ENVESTNET ASSET MANAGEMENT INC	7.36K	Mar 31, 26	-1.64K	0.07%
TRUIST FINANCIAL CORP	7.32K	Mar 31, 26	-1.22K	0.07%
Topsail Wealth Management, LLC	6.93K	Mar 31, 26	+25	0.07%
D.A. DAVIDSON & CO.	6.60K	Mar 31, 26	--	0.07%
TWIN PEAKS WEALTH ADVISORS, LLC	6.12K	Mar 31, 26	+125	0.06%
SILVER OAK SECURITIES, INCORPORATED	5.75K	Mar 31, 26	-25	0.06%
Chicago Partners Investment Group LLC	4.74K	Mar 31, 26	--	0.05%
Sigma Planning Corp	4.53K	Mar 31, 26	-497	0.04%
Sunbelt Securities, Inc.	4.40K	Mar 31, 26	--	0.04%
HighTower Advisors, LLC	4.28K	Mar 31, 26	+177	0.04%
U.S. Capital Wealth Advisors, LLC	4.15K	Mar 31, 26	-1.20K	0.04%
RETIREMENT PLANNING GROUP, LLC / NY	4.06K	Mar 31, 26	-318	0.04%
DV Trading LLC	4.05K	Mar 31, 26	+4.05K	0.04%
CITADEL ADVISORS LLC	3.94K	Mar 31, 26	+3.94K	0.04%
Trexquant Investment LP	3.90K	Mar 31, 26	-657	0.04%
KPP Advisory Services LLC	3.84K	Mar 31, 26	--	0.04%
Wealthcare Advisory Partners LLC	3.60K	Mar 31, 26	+3.60K	0.04%
Advisory Services Network, LLC	3.55K	Mar 31, 26	+3.55K	0.03%
MML INVESTORS SERVICES, LLC	3.53K	Mar 31, 26	-1.06K	0.03%
FMR LLC	2.88K	Mar 31, 26	+638	0.03%
Capital Investment Advisory Services, LLC	2.72K	Mar 31, 26	+2.47K	0.03%
AE Wealth Management LLC	2.56K	Mar 31, 26	+467	0.03%
Parallel Advisors, LLC	2.43K	Mar 31, 26	--	0.02%
MAI Capital Management	2.40K	Mar 31, 26	-2.00K	0.02%
FWL INVESTMENT MANAGEMENT, LLC	2.38K	Mar 31, 26	+218	0.02%
FIFTH THIRD BANCORP	2.01K	Mar 31, 26	--	0.02%
SG Americas Securities, LLC	1.97K	Mar 31, 26	--	0.02%
BANK OF MONTREAL /CAN/	1.69K	Mar 31, 26	-436	0.02%
HARBOUR INVESTMENTS, INC.	1.48K	Mar 31, 26	+796	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.26K	Mar 31, 26	--	0.01%
WealthShield Partners, LLC	868	Mar 31, 26	+118	0.01%
Federation des caisses Desjardins du Quebec	835	Mar 31, 26	--	0.01%
Western Wealth Management, LLC	735	Mar 31, 26	+735	0.01%
Global Assets Advisory, LLC	650	Mar 31, 26	+650	0.01%
Qube Research & Technologies Ltd	646	Mar 31, 26	+646	0.01%
Capital Advisors, Ltd. LLC	602	Mar 31, 26	--	0.01%
TD Waterhouse Canada Inc.	446	Mar 31, 26	--	0.00%
IFP Advisors, Inc	343	Mar 31, 26	+119	0.00%
Ashton Thomas Private Wealth, LLC	325	Mar 31, 26	+325	0.00%
EVERMAY WEALTH MANAGEMENT LLC	265	Mar 31, 26	--	0.00%
US BANCORP \DE\	200	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	170	Mar 31, 26	--	0.00%
Belvedere Trading LLC	168	Mar 31, 26	+168	0.00%
UBS Group AG	145	Mar 31, 26	-8.04K	0.00%
VALLEY NATIONAL ADVISERS INC	143	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	132	Mar 31, 26	--	0.00%
DEUTSCHE BANK AG\	50	Mar 31, 26	-50	0.00%
Sound Income Strategies, LLC	35	Mar 31, 26	--	0.00%
CARDIFF PARK ADVISORS, LLC	33	Mar 31, 26	+33	0.00%
Larson Financial Group LLC	27	Mar 31, 26	+2	0.00%
Truvestments Capital LLC	25	Mar 31, 26	--	0.00%
Darwin Wealth Management, LLC	21	Mar 31, 26	-72	0.00%
Activest Wealth Management	1	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	1	Mar 31, 26	+1	0.00%
RETIREMENT GUYS FORMULA LLC	--	Mar 31, 26	-16.35K	--
Kingdom Financial Group LLC.	--	Mar 31, 26	-35	--
Banco BTG Pactual S.A.	--	Mar 31, 26	-54.34K	--
Sugar Maple Asset Management, LLC	--	Mar 31, 26	-7.07K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-13.57K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-5.90K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-394	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-12.99K	--
Icon Wealth Advisors, LLC	--	Mar 31, 26	-6.38K	--
ANGELES WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-4.78K	--
New England Capital Financial Advisors LLC	--	Mar 31, 26	-1	--
Global Retirement Partners, LLC	23.32K	Dec 31, 25	+189	0.23%
CIBC Private Wealth Group, LLC	24	Dec 31, 25	-8	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-12.49K	--
Lindbrook Capital, LLC	12	Mar 31, 25	+12	0.00%
Householder Group Estate & Retirement Specialist, LLC	165	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	29.38K	Sep 30, 24	+15.23K	0.29%
BENJAMIN F. EDWARDS & COMPANY, INC.	--	Jun 30, 24	-33	--
ICA Group Wealth Management, LLC	--	Jun 30, 24	-250	--
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	9.85K	Mar 31, 24	+9.85K	0.10%
Retirement Group, LLC	501	Mar 31, 24	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	28.11K	Sep 30, 23	-200	0.28%

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Holder

Date

Change

% Held

FFG Partners, LLC

7.76K

Jun 30, 26

+7.76K

0.08%

Wealthcare Advisory Partners LLC

5.54K

Jun 30, 26

+1.94K

0.05%

Worth Asset Management, LLC

2.49K

Jun 30, 26

+2.49K

0.02%

CoreCap Advisors, LLC

1.39K

Jun 30, 26

+1.22K

0.01%

CX Institutional

271

Jun 30, 26

0.00%

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Jun 30, 26

0.00%

MORGAN STANLEY

530.62K

Mar 31, 26

+86.23K

5.23%

EAGLE GLOBAL ADVISORS LLC

332.48K

Mar 31, 26

+734

3.28%

LPL Financial LLC

314.71K

Mar 31, 26

+9.52K

3.10%

CITIGROUP INC

248.89K

Mar 31, 26

+185.08K

2.45%

CONDOR CAPITAL MANAGEMENT

190.51K

Mar 31, 26

-2.30K

1.88%

NorthRock Partners, LLC

159.05K

Mar 31, 26

-2.79K

1.57%

NATIONAL BANK OF CANADA /FI/

150.00K

Mar 31, 26

+150.00K

1.48%

BANK OF AMERICA CORP /DE/

142.99K

Mar 31, 26

-21.85K

1.41%

Cambridge Investment Research Advisors, Inc.

139.87K

Mar 31, 26

+10.94K

1.38%

MEITAV INVESTMENT HOUSE LTD

95.37K

Mar 31, 26

+2.30K

0.94%

JPMORGAN CHASE & CO

81.28K

Mar 31, 26

+286

0.80%

VestGen Advisors, LLC

80.45K

Mar 31, 26

+4.21K

0.79%

ABSOLUTE CAPITAL MANAGEMENT, LLC

67.90K

Mar 31, 26

+67.90K

0.67%

Mirae Asset Global Investments Co., Ltd.

60.51K

Mar 31, 26

0.60%

TWO SIGMA INVESTMENTS, LP

56.40K

Mar 31, 26

-220.90K

0.56%

Meridian Wealth Management, LLC

53.88K

Mar 31, 26

+20.73K

0.53%

CI Private Wealth, LLC

47.80K

Mar 31, 26

+21.09K

0.47%

Hardy Reed LLC

45.00K

Mar 31, 26

0.44%

RAYMOND JAMES FINANCIAL INC

44.14K

Mar 31, 26

+25.98K

0.44%

MARSHALL INVESTMENT MANAGEMENT, LLC

42.33K

Mar 31, 26

-4.45K

0.42%

Capital Investment Advisors, LLC

42.06K

Mar 31, 26

+723

0.41%

ROYAL BANK OF CANADA

37.10K

Mar 31, 26

+35.81K

0.37%

D. E. Shaw & Co., Inc.

35.30K

Mar 31, 26

+35.30K

0.35%

AMERIPRISE FINANCIAL INC

34.53K

Mar 31, 26

-29.12K

0.34%

ADVISOR GROUP HOLDINGS, INC.

33.17K

Mar 31, 26

-12.35K

0.33%

Sumitomo Mitsui Trust Group, Inc.

29.00K

Mar 31, 26

+4.70K

0.29%

JANE STREET GROUP, LLC

26.97K

Mar 31, 26

+19.57K

0.27%

COMMONWEALTH EQUITY SERVICES, LLC

22.78K

Mar 31, 26

-1.54K

0.22%

Kovack Advisors, Inc.

20.26K

Mar 31, 26

-7.16K

0.20%

HighPoint Advisor Group LLC

20.22K

Mar 31, 26

-2.56K

0.20%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

17.34K

Mar 31, 26

-8.43K

0.17%

Almanack Investment Partners, LLC.

16.75K

Mar 31, 26

+1.32K

0.17%

CWM, LLC

14.32K

Mar 31, 26

0.14%

Equitable Holdings, Inc.

14.15K

Mar 31, 26

+1.92K

0.14%

Farther Finance Advisors, LLC

13.84K

Mar 31, 26

+1.24K

0.14%

OPPENHEIMER & CO INC

13.59K

Mar 31, 26

-11.51K

0.13%

Bright Futures Wealth Management, LLC.

13.08K

Mar 31, 26

+184

0.13%

Jump Financial, LLC

12.83K

Mar 31, 26

-16.80K

0.13%

Cetera Investment Advisers

11.94K

Mar 31, 26

+5.26K

0.12%

PACIFIC SUN FINANCIAL CORP

11.47K

Mar 31, 26

+530

0.11%

HRT FINANCIAL LP

10.65K

Mar 31, 26

+10.65K

0.10%

Prospera Financial Services Inc

10.07K

Mar 31, 26

+176

0.10%

Steward Partners Investment Advisory, LLC

9.99K

Mar 31, 26

+40

0.10%

WBI INVESTMENTS, INC.

9.90K

Mar 31, 26

-40.94K

0.10%

Huntleigh Advisors, Inc.

9.54K

Mar 31, 26

+202

0.09%

Quadrature Capital Ltd

9.46K

Mar 31, 26

+9.46K

0.09%

Independent Advisor Alliance

9.39K

Mar 31, 26

+9.39K

0.09%

IHT Wealth Management, LLC

8.85K

Mar 31, 26

-8.37K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.77K

Mar 31, 26

+7.81K

0.09%

GRIMES & COMPANY, INC.

8.73K

Mar 31, 26

-87

0.09%

PFG Investments, LLC

8.39K

Mar 31, 26

-129

0.08%

Sanctuary Advisors, LLC

7.73K

Mar 31, 26

-47

0.08%

Global X Japan Co., Ltd.

7.39K

Mar 31, 26

+7.39K

0.07%

ENVESTNET ASSET MANAGEMENT INC

7.36K

Mar 31, 26

-1.64K

0.07%

TRUIST FINANCIAL CORP

7.32K

Mar 31, 26

-1.22K

0.07%

Topsail Wealth Management, LLC

6.93K

Mar 31, 26

+25

0.07%

D.A. DAVIDSON & CO.

6.60K

Mar 31, 26

0.07%

TWIN PEAKS WEALTH ADVISORS, LLC

6.12K

Mar 31, 26

+125

0.06%

SILVER OAK SECURITIES, INCORPORATED

5.75K

Mar 31, 26

-25

0.06%

Chicago Partners Investment Group LLC

4.74K

Mar 31, 26

0.05%

Sigma Planning Corp

4.53K

Mar 31, 26

-497

0.04%

Sunbelt Securities, Inc.

4.40K

Mar 31, 26

0.04%

HighTower Advisors, LLC

4.28K

Mar 31, 26

+177

0.04%

U.S. Capital Wealth Advisors, LLC

4.15K

Mar 31, 26

-1.20K

0.04%

RETIREMENT PLANNING GROUP, LLC / NY

4.06K

Mar 31, 26

-318

0.04%

DV Trading LLC

4.05K

Mar 31, 26

+4.05K

0.04%

CITADEL ADVISORS LLC

3.94K

Mar 31, 26

+3.94K

0.04%

Trexquant Investment LP

3.90K

Mar 31, 26

-657

0.04%

KPP Advisory Services LLC

3.84K

Mar 31, 26

0.04%

Wealthcare Advisory Partners LLC

3.60K

Mar 31, 26

+3.60K

0.04%

Advisory Services Network, LLC

3.55K

Mar 31, 26

+3.55K

0.03%

MML INVESTORS SERVICES, LLC

3.53K

Mar 31, 26

-1.06K

0.03%

FMR LLC

2.88K

Mar 31, 26

+638

0.03%

Capital Investment Advisory Services, LLC

2.72K

Mar 31, 26

+2.47K

0.03%

AE Wealth Management LLC

2.56K

Mar 31, 26

+467

0.03%

Parallel Advisors, LLC

2.43K

Mar 31, 26

0.02%

MAI Capital Management

2.40K

Mar 31, 26

-2.00K

0.02%

FWL INVESTMENT MANAGEMENT, LLC

2.38K

Mar 31, 26

+218

0.02%

FIFTH THIRD BANCORP

2.01K

Mar 31, 26

0.02%

SG Americas Securities, LLC

1.97K

Mar 31, 26

0.02%

BANK OF MONTREAL /CAN/

1.69K

Mar 31, 26

-436

0.02%

HARBOUR INVESTMENTS, INC.

1.48K

Mar 31, 26

+796

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

1.26K

Mar 31, 26

0.01%

WealthShield Partners, LLC

868

Mar 31, 26

+118

0.01%

Federation des caisses Desjardins du Quebec

835

Mar 31, 26

0.01%

Western Wealth Management, LLC

735

Mar 31, 26

+735

0.01%

Global Assets Advisory, LLC

650

Mar 31, 26

+650

0.01%

Qube Research & Technologies Ltd

646

Mar 31, 26

+646

0.01%

Capital Advisors, Ltd. LLC

602

Mar 31, 26

0.01%

TD Waterhouse Canada Inc.

446

Mar 31, 26

0.00%

IFP Advisors, Inc

343

Mar 31, 26

+119

0.00%

Ashton Thomas Private Wealth, LLC

325

Mar 31, 26

+325

0.00%

EVERMAY WEALTH MANAGEMENT LLC

265

Mar 31, 26

0.00%

US BANCORP \DE\

200

Mar 31, 26

0.00%

Root Financial Partners, LLC

170

Mar 31, 26

0.00%

Belvedere Trading LLC

168

Mar 31, 26

+168

0.00%

UBS Group AG

145

Mar 31, 26

-8.04K

0.00%

VALLEY NATIONAL ADVISERS INC

143

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

132

Mar 31, 26

0.00%

DEUTSCHE BANK AG\

Mar 31, 26

-50

0.00%

Sound Income Strategies, LLC

Mar 31, 26

0.00%

CARDIFF PARK ADVISORS, LLC

Mar 31, 26

+33

0.00%

Larson Financial Group LLC

Mar 31, 26

0.00%

Truvestments Capital LLC

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

Mar 31, 26

-72

0.00%

Activest Wealth Management

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

RETIREMENT GUYS FORMULA LLC

Mar 31, 26

-16.35K

Kingdom Financial Group LLC.

Mar 31, 26

-35

Banco BTG Pactual S.A.

Mar 31, 26

-54.34K

Sugar Maple Asset Management, LLC

Mar 31, 26

-7.07K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-13.57K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-5.90K

Kestra Advisory Services, LLC

Mar 31, 26

-394

Tower Research Capital LLC (TRC)

Mar 31, 26

-12.99K

Icon Wealth Advisors, LLC

Mar 31, 26

-6.38K

ANGELES WEALTH MANAGEMENT, LLC

Mar 31, 26

-4.78K

New England Capital Financial Advisors LLC

Mar 31, 26

-1

Global Retirement Partners, LLC

23.32K

Dec 31, 25

+189

0.23%

CIBC Private Wealth Group, LLC

Dec 31, 25

-8

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-12.49K

Lindbrook Capital, LLC

Mar 31, 25

+12

0.00%

Householder Group Estate & Retirement Specialist, LLC

165

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

29.38K

Sep 30, 24

+15.23K

0.29%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

-33

ICA Group Wealth Management, LLC

Jun 30, 24

-250

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

9.85K

Mar 31, 24

+9.85K

0.10%

Retirement Group, LLC

501

Mar 31, 24

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

28.11K

Sep 30, 23

-200

0.28%