ISHARES TR
(46434V282)
Relatórios de fundos ISHARES TR de acordo com os registros 13F
| Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
|---|---|---|---|---|---|
| Strategic Financial Services Inc | 1,179,428 | $37,459k | Jun 30, 2019 | Aug 13, 2019 | |
| Sigfig Wealth Management LLC | 528,831 | $16,796k | Jun 30, 2019 | Aug 5, 2019 | |
| Phillips Financial Management LLC | 524,829 | $16,779k | Jun 30, 2019 | Aug 6, 2019 | |
| The Retirement Planning Group Inc | 419,349 | $13,319k | Jun 30, 2019 | Jul 25, 2019 | |
| North American Management Corp | 319,281 | $10,140k | Jun 30, 2019 | Jul 30, 2019 | |
| Lucia Wealth Services LLC | 271,760 | $8,631k | Jun 30, 2019 | Jul 23, 2019 | |
| CWM LLC | 174,269 | $5,535k | Jun 30, 2019 | Jul 31, 2019 | |
| Stone House Investment Management LLC | 101,573 | $3,226k | Jun 30, 2019 | Jul 9, 2019 | |
| Cambridge Investment Research Advisors Inc | 96,116 | $3,053k | Jun 30, 2019 | Aug 15, 2019 | |
| Wealth and Pension Services Group Inc | 66,432 | $2,110k | Jun 30, 2019 | Aug 15, 2019 | |
| Patton Albertson Miller Group LLC | 43,010 | $1,341k | Jun 30, 2019 | Aug 12, 2019 | |
| Quantitative Advantage LLC | 38,366 | $1,219k | Jun 30, 2019 | Aug 2, 2019 | |
| Huber Financial Advisors LLC | 17,182 | $546k | Jun 30, 2019 | Aug 5, 2019 | |
| Colonial Trust Advisors Inc | 6,438 | $204k | Jun 30, 2019 | Aug 21, 2019 | |
| Lehman Financial Resources Inc | 6,000 | $201k | Sep 30, 2018 | Nov 14, 2018 | |
| Intercontinental Wealth Advisors LLC | 4,987 | $158k | Jun 30, 2019 | Aug 2, 2019 | |
| Newfound Research LLC | 263 | $8k | Jun 30, 2019 | Aug 13, 2019 |