$4.8B
$168,000
0.03% of portfolio
2,400
Q1 2024
Added 11.63%
$15.1B
$135,000
0.03% of portfolio
1,175
Q2 2024
New
$13.3B
$153,000
0.03% of portfolio
2,900
Q2 2024
Added 56.76%
$176B
$156,000
0.03% of portfolio
500
Q2 2024
Reduced 33.33%
$62.4B
$140,000
0.03% of portfolio
1,000
Q2 2024
New
$0
$158,000
0.03% of portfolio
596
Q2 2024
Added 13.31%
$2.19B
$123,000
0.03% of portfolio
5,000
Q3 2021
Added 150.0%
$2.04B
$106,000
0.02% of portfolio
1,000
Q2 2024
Added 81.82%
$7.73B
$94,000
0.02% of portfolio
3,700
Q2 2024
Reduced 21.28%
$213B
$118,000
0.02% of portfolio
2,000
Q1 2023
Reduced 69.23%
$85.4B
$96,000
0.02% of portfolio
450
Q2 2024
Added 80.0%
$5.19B
$83,000
0.02% of portfolio
900
Q1 2024
Added 50.0%
$6.93B
$100,000
0.02% of portfolio
15,000
Q4 2023
New
$1.68B
$80,000
0.02% of portfolio
2,000
Q4 2023
New
$77.3B
$106,000
0.02% of portfolio
1,811
Q2 2023
Reduced 70.84%
$892B
$52,000
0.01% of portfolio
300
Q2 2024
New
$4.84B
$32,000
0.01% of portfolio
1,150
Q2 2023
Added 76.92%
$708M
$52,000
0.01% of portfolio
11,000
Q4 2023
New
$1.43B
$26,000
0.01% of portfolio
1,000
Q4 2021
New
$19.3B
$38,000
0.01% of portfolio
500
Q2 2024
New
$5.36B
$46,000
0.01% of portfolio
850
Q1 2024
Added 41.67%
$0
$61,000
0.01% of portfolio
772
Q2 2024
New
$1.36B
$68,000
0.01% of portfolio
1,900
Q3 2023
Added 52.0%
$3.08B
$50,000
0.01% of portfolio
1,000
Q3 2023
Added 33.33%
$2.71B
$48,000
0.01% of portfolio
2,000
Q2 2024
New
$125B
$46,000
0.01% of portfolio
100
Q1 2024
New
$105B
$52,000
0.01% of portfolio
700
Q4 2022
Reduced 36.36%
$548M
$58,000
0.01% of portfolio
2,500
Q2 2021
New
$173B
$66,000
0.01% of portfolio
1,000
Q4 2023
New
$525M
$35,000
0.01% of portfolio
3,000
Q2 2024
New
$28B
$33,000
0.01% of portfolio
150
Q2 2024
New
$947M
$32,000
0.01% of portfolio
1,500
Q3 2023
New
$706M
$35,000
0.01% of portfolio
6,000
Q2 2024
Reduced 33.33%
$265M
$39,000
0.01% of portfolio
3,000
Q1 2024
New
$6.22B
$58,000
0.01% of portfolio
350
Q2 2024
Added 16.67%
$1.66B
$65,000
0.01% of portfolio
4,781
Q2 2024
Reduced 88.69%
Fidelity Advisor Eqy Grwth Cl I Mf
-
$0
0.0% of portfolio
-
Q2 2024
New
$1.45B
$24,000
0.0% of portfolio
1,000
Q4 2023
New
Washington Mutual Invs Cl F 2 Mf
-
$0
0.0% of portfolio
-
Q2 2024
New
Columbia Dividend Incm Cl I Mf
-
$0
0.0% of portfolio
-
Q2 2024
New
American Balanced Cl F 2 Mf
-
$0
0.0% of portfolio
-
Q2 2024
New
$3.49B
$18,000
0.0% of portfolio
500
Q2 2024
New
Baird Ultra Short Bond Cl Inst Mf
-
$0
0.0% of portfolio
-
Q2 2024
New
Invesco Discovery Fund Cl Y Mf
-
$0
0.0% of portfolio
-
Q2 2024
New
$36B
$17,000
0.0% of portfolio
500
Q2 2024
Reduced 96.79%
Ab Large Cap Growth Cl Adv Mf
-
$0
0.0% of portfolio
-
Q2 2024
New
Alger Cap Appreciation Inst Cl I Mf
-
$0
0.0% of portfolio
-
Q2 2024
New
Virtus Income And Growth Cl A Mf
-
$0
0.0% of portfolio
-
Q2 2024
New
Digital Bridge Group, Inc.
-
$0
0.0% of portfolio
-
Q2 2024
Added 2,233.33%
-
$0
0.0% of portfolio
-
Q4 2023
New