Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Oxbow Advisors, LLC | 16 | 16 | 0.04% | 0.13% | 0.24% | Q4 2018 | Q3 2022 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Apriem Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own Aspen Ins Ltd Fxd/Fltg Perp Pf or have owned Aspen Ins Ltd Fxd/Fltg Perp Pf in the past.