Name | Holdings Value | Location | File Number |
---|---|---|---|
Cerity Partners LLC | $36.8B | New York, NY | 028-17754 |
Capital Wealth Planning, LLC | $9.44B | Naples, FL | 028-15439 |
Penserra Capital Management LLC | $7.88B | Orinda, CA | 028-17117 |
Tidal Investments LLC | $7.25B | Milwaukee, WI | 028-19397 |
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 13F-NT | 10/15/2024, 06:02 PM | ||||||
Q2 2024 | 13F-NT | 7/24/2024, 02:20 PM | ||||||
Q1 2024 | 13F-NT | 4/9/2024, 12:59 PM | ||||||
Q4 2023 | 13F-NT | 2/14/2024, 05:11 PM | ||||||
Q3 2023 | 0 | 13F-NT | 10/12/2023, 12:01 PM | |||||
Q2 2023 | 0 | 13F-NT | 7/27/2023, 05:26 PM | |||||
Q1 2023 | 0 | 13F-NT | 4/13/2023, 05:09 PM | |||||
Q4 2022 | 0 | 13F-NT | 2/15/2023, 05:00 PM | |||||
Q3 2022 | 0 | 13F-NT | 11/3/2022, 01:27 PM | |||||
Q2 2022 | 0 | 13F-NT | 8/5/2022, 04:55 PM | |||||
Q1 2022 | 0 | 13F-NT | 5/9/2022, 05:26 PM | |||||
Q4 2021 | 0 | 13F-NT | 2/14/2022, 04:19 PM | |||||
Q3 2021 | 0 | 13F-NT | 11/4/2021, 05:18 PM | |||||
Q2 2021 | 0 | 13F-NT | 8/13/2021, 05:39 PM | |||||
Q1 2021 | 0 | 13F-NT | 5/17/2021, 03:46 PM | |||||
Q4 2020 | 0 | 13F-NT | 2/4/2021, 12:39 PM | |||||
Q3 2020 | 0 | 13F-NT | 11/12/2020, 11:55 AM | |||||
Q2 2020 | 0 | 13F-NT | 8/11/2020, 01:25 PM | |||||
Q1 2020 | 0 | 13F-NT | 5/14/2020, 09:36 AM | |||||
Q4 2019 | 0 | 13F-NT | 2/11/2020, 04:33 PM | |||||
Q3 2019 | 0 | 13F-NT | 11/7/2019, 03:36 PM | |||||
Q2 2019 | 0 | 13F-NT | 8/14/2019, 09:10 PM | |||||
Q1 2019 | 0 | 13F-NT | 5/10/2019, 10:05 AM | |||||
Q4 2018 | 0 | 13F-NT | 2/14/2019, 11:31 AM | |||||
Q3 2018 | 0 | 13F-NT | 11/13/2018, 08:45 AM | |||||
Q2 2018 | 0 | 13F-NT | 8/13/2018, 09:19 AM | |||||
Q1 2018 | 45 | $137M | $0 | $0 | TSM, SQ, NVDA, IBM, INTC | 13F-HR | 5/14/2018, 05:13 PM | |
Q4 2017 | 0 | 13F-NT | 2/15/2018, 08:22 AM | |||||
Q3 2017 | 0 | 13F-NT | 11/14/2017, 02:20 PM | |||||
Q2 2017 | 0 | 13F-NT | 8/14/2017, 03:07 PM | |||||
Q1 2017 | 0 | 13F-NT | 5/15/2017, 04:07 PM | |||||
Q4 2016 | 0 | 13F-NT | 2/15/2017, 06:28 PM |