Stock Transactions

GE AEROSPACE

Total Bought
620,414
346 transactions
Total Sold
1,036,819
293 transactions
Net
-416,405
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
Curated Wealth Partners LLC2,874222,589+219,7150.100.09-0.02buy
Mediolanum International Funds Ltd235,004300,731+65,7270.680.96+0.28buy
OFI INVEST ASSET MANAGEMENT78,296106,672+28,3760.260.35+0.09buy
ABN AMRO INVESTMENT SOLUTIONS44,29865,781+21,4830.160.21+0.05buy
RWQ Financial Management Services, Inc.16,55737,447+20,8903.066.75+3.69buy
IFM Investors Pty Ltd220,178240,839+20,6610.520.60+0.07buy
Union Bancaire Privee, UBP SA26,05344,128+18,0750.090.26+0.18buy
LBP AM SA83,64799,810+16,1630.320.37+0.05buy
Sava Infond d.o.o.13,14026,660+13,5200.530.71+0.18buy
Czech National Bank285,640296,974+11,3340.530.60+0.07buy
Swedbank AB553,628563,356+9,7280.170.18+0.02buy
Vest Financial, LLC228,084237,404+9,3200.780.93+0.15buy
Spectrum Financial Alliance Ltd LLC132,388141,618+9,2307.227.79+0.57buy
Rathbones Group PLC118,663127,757+9,0940.130.18+0.04buy
V. M. MANNING & CO., INC.7687,712+6,9440.242.47+2.23buy
Confluence Wealth Services, Inc.9,95215,736+5,7840.110.17+0.06buy
Synergy Asset Management, LLC2,1876,939+4,7520.070.24+0.18buy
Milestones Administradora de Recursos Ltda.164,334168,857+4,52312.1712.19+0.02buy
ZWJ INVESTMENT COUNSEL INC21,08825,297+4,2090.220.31+0.09buy
Andrew Hill Investment Advisors, Inc.13,57617,642+4,0663.434.89+1.46buy
NOVEM GROUP3,4977,049+3,5520.110.27+0.15buy
RMR Wealth Builders11,18414,450+3,2660.250.34+0.09buy
Hennion & Walsh Asset Management, Inc.45,99848,974+2,9760.440.52+0.08buy
Lifestyle Asset Management, Inc.4,0566,771+2,7150.380.68+0.30buy
Fifth Third Wealth Advisors LLC38,72041,405+2,6850.370.43+0.06buy
Teamwork Financial Advisors, LLC35,02837,515+2,4871.101.31+0.20buy
STRATEGIC PLANNING GROUP, LLC46,36948,833+2,4641.841.99+0.15buy
COOKSON PEIRCE & CO INC55,96658,353+2,3870.670.72+0.05buy
SAX WEALTH ADVISORS, LLC8,30110,622+2,3210.120.12-0.00buy
Community Financial Services Group, LLC1,1653,302+2,1370.060.18+0.12buy
Camelot Portfolios, LLC3,6255,755+2,1300.771.53+0.75buy
Mayflower Financial Advisors, LLC2,2584,347+2,0890.080.14+0.06buy
FULTON BANK, N.A.10,19512,224+2,0290.100.14+0.04buy
Leelyn Smith, LLC11,38113,314+1,9330.450.61+0.15buy
HWG Holdings LP8,26410,109+1,8450.620.85+0.24buy
Curbstone Financial Management Corp4,2625,962+1,7000.230.38+0.15buy
Kesler, Norman & Wride, LLC2,9754,585+1,6100.150.27+0.13buy
MRA Advisory Group1,6963,292+1,5960.200.45+0.25buy
Portside Wealth Group, LLC3,3454,932+1,5870.130.22+0.09buy
DLK Investment Management, LLC4,4465,981+1,5350.500.40-0.09buy
Interchange Capital Partners, LLC2,4924,001+1,5090.170.28+0.11buy
Central Pacific Bank - Trust Division9,10310,584+1,4810.330.40+0.07buy
BAR HARBOR WEALTH MANAGEMENT4,6145,884+1,2700.080.12+0.04buy
October Effect Ltd9,85111,064+1,2133.223.89+0.67buy
Total Clarity Wealth Management, Inc.2,2873,498+1,2110.150.25+0.10buy
Abel Hall, LLC1,8843,047+1,1630.110.20+0.08buy
Birch Hill Investment Advisors LLC6,5367,686+1,1500.080.12+0.03buy
Ballast, Inc.8301,942+1,1120.050.14+0.08buy
STERLING INVESTMENT MANAGEMENT, LLC26,11927,228+1,1094.455.58+1.14buy
Cornerstone Wealth Management, LLC13,96315,063+1,1000.200.24+0.04buy
Advisory Resource Group5,8946,987+1,0930.290.39+0.10buy
China Universal Asset Management Co., Ltd.3,0044,084+1,0800.060.09+0.03buy
MBL Wealth, LLC3,7724,811+1,0390.080.12+0.04buy
Cooper Financial Group4,1565,189+1,0330.120.16+0.04buy
GoalVest Advisory LLC6,1647,174+1,0100.340.50+0.16buy
COURIER CAPITAL LLC6,9947,976+9820.110.15+0.04buy
SHAKER INVESTMENTS LLC/OH6,2607,228+9680.810.97+0.16buy
Sivia Capital Partners, LLC12,34813,235+8870.680.60-0.08buy
Wealth Alliance Advisory Group, LLC9,93810,797+8590.450.58+0.14buy
HOME FEDERAL BANK OF TENNESSEE1,9142,764+8500.140.22+0.09buy
Victrix Investment Advisors7,0517,890+8390.731.24+0.51buy
Stenger Family Office, LLC14,75015,573+8230.740.93+0.19buy
Sumitomo Mitsui DS Asset Management Company, Ltd153,544154,344+8000.350.40+0.05buy
Venture Visionary Partners LLC8,4249,217+7930.080.10+0.02buy
Forum Financial Management, LP6,2947,084+7900.030.03+0.01buy
Global Financial Private Client, LLC3,1863,918+7320.300.40+0.10buy
OLD NATIONAL BANCORP /IN/7,8438,573+7300.040.06+0.03buy
BridgePort Financial Solutions, LLC2,0642,756+6920.170.26+0.10buy
Mesirow Financial Investment Management, Inc.14,79215,483+6910.070.09+0.02buy
Sovereign Financial Group, Inc.2,4943,183+6890.120.18+0.06buy
Vigilare Wealth Management2,7213,379+6580.260.39+0.13buy
Wedmont Private Capital18,67719,322+6450.190.19+0.00buy
Accurate Wealth Management, LLC8,1948,822+6280.300.30-0.00buy
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC8,2248,810+5860.310.38+0.07buy
HIGHLAND CAPITAL MANAGEMENT, LLC24,82125,407+5860.370.44+0.06buy
Renaissance Investment Group LLC1,1941,777+5830.070.13+0.06buy
Wealthquest Corp5,4175,997+5800.110.14+0.03buy
TSFG, LLC403977+5740.020.05+0.03buy
Herold Advisors, Inc.4,5925,158+5660.290.38+0.09buy
ASPIRIANT, LLC3,3113,856+5450.030.04+0.01buy
MFG WEALTH MANAGEMENT, INC.6,6777,218+5411.571.93+0.36buy
IAMS WEALTH MANAGEMENT, LLC2,0092,535+5260.200.29+0.09buy
NEVILLE RODIE & SHAW INC76,88977,413+5241.591.87+0.29buy
CWA Asset Management Group, LLC8,7699,286+5170.090.11+0.02buy
RIVERSEDGE ADVISORS, LLC1,8412,357+5160.080.12+0.03buy
JAMISON PRIVATE WEALTH MANAGEMENT, INC.12,83813,352+5140.440.52+0.07buy
Fragasso Financial Advisors Inc6,8147,323+5090.120.15+0.03buy
Wealth Dimensions Group, Ltd.8,1518,654+5030.460.58+0.12buy
Merrion Investment Management Co, LLC4,1754,675+5000.640.83+0.19buy
Private Wealth Group, LLC8161,316+5000.110.19+0.08buy
Aspen Investment Management Inc3,5894,086+4970.310.41+0.10buy
HORIZON FINANCIAL SERVICES, LLC8351,323+4880.100.19+0.08buy
MinichMacGregor Wealth Management, LLC8,9769,462+4860.450.54+0.09buy
SUMMITRY LLC1,1981,673+4750.010.02+0.01buy
Cornerstone Wealth Group, LLC5,5736,042+4690.100.13+0.03buy
Trust Point Inc.3,9044,372+4680.100.14+0.04buy
Realta Investment Advisors3,5434,001+4580.350.46+0.12buy
PRESILIUM PRIVATE WEALTH, LLC2,7063,160+4540.140.18+0.05buy
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,9002,350+4500.030.04+0.01buy
Balefire, LLC1,2541,698+4440.070.10+0.04buy
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