CIK: 0001785498
Keudell/Morrison Wealth Management
| Filing Date | Previous Period | Total Shares | Share-Type | Market Value | Change |
|---|---|---|---|---|---|
2020-10-20 | 0 | 213.29K | Shares | 19.94M | 213.29K |
2020-10-20 | 0 | 213.29K | Shares | 19.94M | 213.29K |
2021-02-12 | 139.21K | 139.24K | Shares | 2.04M | 31 |
2021-04-13 | 118.50K | 117.97K | Shares | 3.57M | -534 |
2021-04-13 | 96.43K | 96.73K | Shares | 1.26M | 306 |
2020-10-20 | 0 | 88.09K | Shares | 3.55M | 88.09K |
2020-10-20 | 0 | 88.09K | Shares | 3.55M | 88.09K |
2021-04-13 | 79.31K | 82.61K | Shares | 4.57M | 3.30K |
2023-04-18 | 69.48K | 69.48K | Shares | 11.46M | 7 |
2023-07-20 | 69.48K | 69.12K | Shares | 13.41M | -360 |
2020-10-20 | 0 | 52.85K | Shares | 4.17M | 52.85K |
2020-10-20 | 0 | 52.85K | Shares | 4.17M | 52.85K |
2020-10-20 | 37.55K | 47.10K | Shares | 830K | 9.56K |
2021-04-13 | 46.91K | 46.67K | Shares | 2.71M | -237 |
2021-04-13 | 39.20K | 40.34K | Shares | 2.25M | 1.14K |
2020-10-20 | 30.35K | 39.34K | Shares | 424K | 8.99K |
2020-10-20 | 30.35K | 39.34K | Shares | 424K | 8.99K |
2021-04-13 | 32.03K | 37.57K | Shares | 1.36M | 5.54K |
2020-10-20 | 72.70K | 36.61K | Shares | 1.04M | -36.10K |
2020-10-20 | 25.90K | 33.52K | Shares | 1.17M | 7.62K |
2021-04-13 | 35.37K | 33.36K | Shares | 615K | -2.02K |
2021-04-13 | 35.76K | 32.94K | Shares | 1.69M | -2.82K |
2021-02-12 | 31.14K | 31.67K | Shares | 1.35M | 525 |
2021-04-13 | 34.35K | 31.35K | Shares | 904K | -3.00K |
2021-04-13 | 0 | 30.69K | Shares | 40K | 30.69K |
2021-04-13 | 32.68K | 30.63K | Shares | 1.66M | -2.05K |
2021-02-12 | 27.59K | 28.50K | Shares | 1.27M | 909 |
2023-07-20 | 27.73K | 28.21K | Shares | 3.11M | 472 |
2021-02-12 | 27.40K | 27.00K | Shares | 2.89M | -399 |
2021-04-13 | 19.43K | 26.34K | Shares | 439K | 6.91K |
2021-02-12 | 24.54K | 25.25K | Shares | 2.09M | 713 |
2023-07-20 | 25.38K | 25.14K | Shares | 250.92K | -234 |
2021-02-12 | 25.74K | 25.02K | Shares | 1.25M | -723 |
2020-10-20 | 24.91K | 24.91K | Shares | 781K | 0 |
2020-10-20 | 24.91K | 24.91K | Shares | 781K | 0 |
2021-04-13 | 24.01K | 24.06K | Shares | 3.20M | 50 |
2021-02-12 | 20.64K | 21.30K | Shares | 4.74M | 652 |
2023-07-20 | 20.80K | 20.62K | Shares | 222.33K | -174 |
2021-04-13 | 19.39K | 19.82K | Shares | 767K | 433 |
2021-04-13 | 18.64K | 18.87K | Shares | 1.17M | 226 |
2021-04-13 | 18.21K | 18.44K | Shares | 1.93M | 229 |
2021-04-13 | 17.68K | 18.42K | Shares | 720K | 739 |
2021-04-13 | 17.27K | 17.44K | Shares | 274K | 164 |
2023-07-20 | 16.55K | 16.65K | Shares | 251.87K | 100 |
2021-02-12 | 16.74K | 16.36K | Shares | 2.49M | -378 |
2021-02-12 | 14.39K | 15.68K | Shares | 1.28M | 1.29K |
2021-02-12 | 14.85K | 15.63K | Shares | 137K | 784 |
2020-07-14 | 15.05K | 15.25K | Shares | 1.57M | 200 |
2020-07-14 | 15.05K | 15.25K | Shares | 1.57M | 200 |
2021-04-13 | 11.94K | 15.04K | Shares | 547K | 3.10K |
2021-04-13 | 14.89K | 14.97K | Shares | 710K | 77 |
2021-02-12 | 16.85K | 14.70K | Shares | 912K | -2.15K |
2021-04-13 | 16.26K | 14.69K | Shares | 774K | -1.56K |
2023-07-20 | 14.38K | 13.86K | Shares | 648.90K | -520 |
2021-04-13 | 13.49K | 13.78K | Shares | 303K | 292 |
2021-02-12 | 0 | 13.74K | Shares | 982K | 13.74K |
2021-04-13 | 11.96K | 13.10K | Shares | 507K | 1.14K |
2020-10-20 | 11.10K | 12.95K | Shares | 684K | 1.84K |
2020-10-20 | 11.10K | 12.95K | Shares | 684K | 1.84K |
2021-02-12 | 12.81K | 12.94K | Shares | 1.11M | 127 |
2021-02-12 | 13.62K | 12.77K | Shares | 1.37M | -854 |
2021-04-13 | 13.56K | 12.49K | Shares | 164K | -1.07K |
2023-07-20 | 13.96K | 12.07K | Shares | 319.45K | -1.88K |
2023-07-20 | 12.28K | 11.99K | Shares | 722.16K | -290 |
2021-02-12 | 11.38K | 11.99K | Shares | 2.62M | 609 |
2021-04-13 | 13.17K | 11.87K | Shares | 1.81M | -1.30K |
2021-02-12 | 11.80K | 11.80K | Shares | 134K | 0 |
2021-04-13 | 11.00K | 11.62K | Shares | 649K | 623 |
2020-10-20 | 11.17K | 11.17K | Shares | 407K | 0 |
2020-10-20 | 11.55K | 11.16K | Shares | 334K | -391 |
2021-02-12 | 10.33K | 10.75K | Shares | 696K | 419 |
2021-04-13 | 11.18K | 10.54K | Shares | 287K | -644 |
2020-10-20 | 7.68K | 10.32K | Shares | 411K | 2.64K |
2020-10-20 | 7.68K | 10.32K | Shares | 411K | 2.64K |
2021-04-13 | 9.04K | 10.05K | Shares | 649K | 1.01K |
2021-04-13 | 0 | 9.82K | Shares | 211K | 9.82K |
2021-04-13 | 9.11K | 9.50K | Shares | 2.90M | 390 |
2021-04-13 | 8.58K | 9.16K | Shares | 1.24M | 584 |
2021-04-13 | 9.10K | 9.09K | Shares | 1.49M | -11 |
2021-04-13 | 9.10K | 8.88K | Shares | 857K | -220 |
2021-04-13 | 0 | 8.29K | Shares | 202K | 8.29K |
2020-10-20 | 8.16K | 8.16K | Shares | 520K | 0 |
2020-10-20 | 8.16K | 8.16K | Shares | 520K | 0 |
2022-10-12 | 7.64K | 8.00K | Shares | 249K | 360 |
2021-04-13 | 8.09K | 7.94K | Shares | 487K | -145 |
2021-04-13 | 7.29K | 7.58K | Shares | 2.23M | 293 |
2023-07-20 | 6.35K | 7.40K | Shares | 498.18K | 1.04K |
2021-04-13 | 6.56K | 7.33K | Shares | 533K | 772 |
2021-04-13 | 6.94K | 7.17K | Shares | 859K | 230 |
2021-02-12 | 13.29K | 7.11K | Shares | 262K | -6.18K |
2021-04-13 | 7.18K | 6.98K | Shares | 264K | -200 |
2021-04-13 | 7.01K | 6.82K | Shares | 908K | -195 |
2021-02-12 | 6.89K | 6.82K | Shares | 331K | -71 |
2021-04-13 | 5.13K | 6.50K | Shares | 298K | 1.37K |
2021-04-13 | 5.81K | 6.36K | Shares | 1.35M | 548 |
2020-10-20 | 6.35K | 6.35K | Shares | 855K | 0 |
2020-10-20 | 6.35K | 6.35K | Shares | 855K | 0 |
2023-07-20 | 6.63K | 6.35K | Shares | 1.34M | -279 |
2020-10-20 | 8.20K | 6.29K | Shares | 379K | -1.91K |
2020-10-20 | 8.20K | 6.29K | Shares | 379K | -1.91K |