Portfolio Holdings Detail for ISIN IE00BF4RFH31
Stock Name / FundiShares MSCI World Small Cap UCITS ETF USD (Acc)
IssuerBlackrock
Entity holding fund iShares III Public Limited Company
Entity TypeUmbrella investment company with variable capital and having segregated liability between its funds
Entity LEI 549300PZLRJB7M8H1057
ETF TickerWSML(USD) LSE
ETF TickerWLDS(GBP) LSE
ETF TickerIUSN(EUR) F
ETF TickerIUSN.DE(EUR) CXE
ETF TickerWLDS.LS(GBP) CXE
ETF TickerWSML.LS(USD) CXE
ETF TickerWSML.L(GBP) LSE
ETF TickerWLDS.L(GBP) LSE

Holdings detail for AVPT

Stock NameAvepoint Inc
TickerAVPT(USD) NASDAQ
TYPECommon Stock
CountryUSA
ISINUS0536041041

Show aggregate AVPT holdings

News associated with AVPT

AvePoint (NASDAQ:AVPT) Given New $16.00 Price Target at Citigroup
AvePoint (NASDAQ:AVPT – Get Free Report) had its price target reduced by equities researchers at Citigroup from $18.00 to $16.00 in a report issued on Tuesday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Citigroup’s price target points to a potential upside of 11.97% from the company’s current price. Several other brokerages […] - 2025-03-13 06:25:01
Handelsbanken Fonder AB Makes New Investment in AvePoint, Inc. (NASDAQ:AVPT)
Handelsbanken Fonder AB purchased a new position in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 27,700 shares of the company’s stock, valued at approximately $457,000. Several other institutional investors have also recently made changes to […] - 2025-03-03 08:52:52
Principal Securities Inc. Purchases 2,722 Shares of AvePoint, Inc. (NASDAQ:AVPT)
Principal Securities Inc. lifted its position in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 12,961.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,743 shares of the company’s stock after buying an additional 2,722 shares during the period. Principal […] - 2025-02-28 08:27:14
Palo Alto Networks (PANW) Surpasses Q2 Earnings and Revenue Estimates
Palo Alto (PANW) delivered earnings and revenue surprises of 3.85% and 0.91%, respectively, for the quarter ended January 2025. Do the numbers hold clues to what lies ahead for the stock? - 2025-02-13 22:25:08
AvePoint, Inc. (NASDAQ:AVPT) Holdings Raised by Pacer Advisors Inc.
Pacer Advisors Inc. lifted its stake in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 29.7% in the fourth quarter, HoldingsChannel reports. The firm owned 4,409 shares of the company’s stock after purchasing an additional 1,010 shares during the period. Pacer Advisors Inc.’s holdings in AvePoint were worth $73,000 at the end of the most recent […] - 2025-02-05 08:40:59
R Squared Ltd Purchases New Position in AvePoint, Inc. (NASDAQ:AVPT)
R Squared Ltd acquired a new position in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 2,735 shares of the company’s stock, valued at approximately $45,000. A number of other institutional investors and hedge funds have also bought and sold shares of the company. Wellington […] - 2025-02-03 08:45:37
F5 Networks (FFIV) Tops Q1 Earnings and Revenue Estimates
F5 (FFIV) delivered earnings and revenue surprises of 13.95% and 7.09%, respectively, for the quarter ended December 2024. Do the numbers hold clues to what lies ahead for the stock? - 2025-01-28 22:20:03

iShares MSCI World Small Cap UCITS ETF USD (Acc) AVPT holdings

DateNumber of AVPT Shares HeldBase Market Value of AVPT SharesLocal Market Value of AVPT SharesChange in AVPT Shares HeldChange in AVPT Base ValueCurrent Price per AVPT Share HeldPrevious Price per AVPT Share Held
2025-03-12 (Wednesday)73,903AVPT holding decreased by -358USD 1,056,074AVPT holding increased by 44639USD 1,056,074-358USD 44,639 USD 14.29 USD 13.62
2025-03-11 (Tuesday)74,261USD 1,011,435AVPT holding increased by 8911USD 1,011,4350USD 8,911 USD 13.62 USD 13.5
2025-03-10 (Monday)74,261USD 1,002,524AVPT holding decreased by -63864USD 1,002,5240USD -63,864 USD 13.5 USD 14.36
2025-03-07 (Friday)74,261USD 1,066,388AVPT holding decreased by -69805USD 1,066,3880USD -69,805 USD 14.36 USD 15.3
2025-03-05 (Wednesday)74,261USD 1,136,193AVPT holding increased by 34160USD 1,136,1930USD 34,160 USD 15.3 USD 14.84
2025-03-04 (Tuesday)74,261AVPT holding decreased by -356USD 1,102,033AVPT holding decreased by -19461USD 1,102,033-356USD -19,461 USD 14.84 USD 15.03
2025-03-03 (Monday)74,617USD 1,121,494AVPT holding increased by 6716USD 1,121,4940USD 6,716 USD 15.03 USD 14.94
2025-02-28 (Friday)74,617USD 1,114,778AVPT holding decreased by -159680USD 1,114,7780USD -159,680 USD 14.94 USD 17.08
2025-02-27 (Thursday)74,617USD 1,274,458AVPT holding decreased by -26862USD 1,274,4580USD -26,862 USD 17.08 USD 17.44
2025-02-26 (Wednesday)74,617AVPT holding decreased by -708USD 1,301,320AVPT holding increased by 41886USD 1,301,320-708USD 41,886 USD 17.44 USD 16.72
2025-02-25 (Tuesday)75,325USD 1,259,434AVPT holding decreased by -24857USD 1,259,4340USD -24,857 USD 16.72 USD 17.05
2025-02-24 (Monday)75,325USD 1,284,291AVPT holding decreased by -48208USD 1,284,2910USD -48,208 USD 17.05 USD 17.69
2025-02-21 (Friday)75,325USD 1,332,499AVPT holding decreased by -25611USD 1,332,4990USD -25,611 USD 17.69 USD 18.03
2025-02-20 (Thursday)75,325USD 1,358,110AVPT holding decreased by -94909USD 1,358,1100USD -94,909 USD 18.03 USD 19.29
2025-02-19 (Wednesday)75,325USD 1,453,019AVPT holding decreased by -24104USD 1,453,0190USD -24,104 USD 19.29 USD 19.61
2025-02-18 (Tuesday)75,325USD 1,477,123AVPT holding increased by 12805USD 1,477,1230USD 12,805 USD 19.61 USD 19.44
2025-02-17 (Monday)75,325USD 1,464,318USD 1,464,3180USD 0 USD 19.44 USD 19.44
2025-02-14 (Friday)75,325USD 1,464,318AVPT holding decreased by -26740USD 1,464,3180USD -26,740 USD 19.44 USD 19.795
2025-02-13 (Thursday)75,325AVPT holding increased by 178USD 1,491,058AVPT holding increased by 36964USD 1,491,058178USD 36,964 USD 19.795 USD 19.35
2025-02-12 (Wednesday)75,147AVPT holding increased by 708USD 1,454,094AVPT holding increased by 3278USD 1,454,094708USD 3,278 USD 19.35 USD 19.49
2025-02-11 (Tuesday)74,439USD 1,450,816AVPT holding decreased by -8933USD 1,450,8160USD -8,933 USD 19.49 USD 19.61
2025-02-10 (Monday)74,439USD 1,459,749AVPT holding increased by 22332USD 1,459,7490USD 22,332 USD 19.61 USD 19.31
2025-02-07 (Friday)74,439USD 1,437,417AVPT holding increased by 10421USD 1,437,4170USD 10,421 USD 19.31 USD 19.17
2025-02-06 (Thursday)74,439USD 1,426,996AVPT holding decreased by -18609USD 1,426,9960USD -18,609 USD 19.17 USD 19.42
2025-02-05 (Wednesday)74,439USD 1,445,605AVPT holding increased by 22331USD 1,445,6050USD 22,331 USD 19.42 USD 19.12
2025-02-04 (Tuesday)74,439USD 1,423,274AVPT holding increased by 38709USD 1,423,2740USD 38,709 USD 19.12 USD 18.6
2025-02-03 (Monday)74,439USD 1,384,565AVPT holding decreased by -13399USD 1,384,5650USD -13,399 USD 18.6 USD 18.78
2025-01-31 (Friday)74,439USD 1,397,964AVPT holding increased by 4466USD 1,397,9640USD 4,466 USD 18.78 USD 18.72
2025-01-30 (Thursday)74,439USD 1,393,498AVPT holding increased by 20843USD 1,393,4980USD 20,843 USD 18.72 USD 18.44
2025-01-29 (Wednesday)74,439USD 1,372,655AVPT holding decreased by -4467USD 1,372,6550USD -4,467 USD 18.44 USD 18.5
2025-01-28 (Tuesday)74,439USD 1,377,122AVPT holding increased by 42431USD 1,377,1220USD 42,431 USD 18.5 USD 17.93
2025-01-27 (Monday)74,439AVPT holding increased by 177USD 1,334,691AVPT holding decreased by -4995USD 1,334,691177USD -4,995 USD 17.93 USD 18.04
2025-01-24 (Friday)74,262USD 1,339,686AVPT holding decreased by -20794USD 1,339,6860USD -20,794 USD 18.04 USD 18.32
2025-01-23 (Thursday)74,262AVPT holding increased by 177USD 1,360,480AVPT holding increased by 61029USD 1,360,480177USD 61,029 USD 18.32 USD 17.54
2025-01-22 (Wednesday)74,085USD 1,299,451AVPT holding increased by 8890USD 1,299,4510USD 8,890 USD 17.54 USD 17.42
2025-01-22 (Wednesday)74,085USD 1,299,451AVPT holding increased by 8890USD 1,299,4510USD 8,890 USD 17.54 USD 17.42
2025-01-21 (Tuesday)74,085USD 1,290,561USD 1,290,561
2025-01-20 (Monday)74,085USD 1,275,003USD 1,275,003
2025-01-17 (Friday)74,085USD 1,275,003USD 1,275,003
2025-01-16 (Thursday)74,085USD 1,300,933USD 1,300,933
2025-01-15 (Wednesday)74,085USD 1,303,896USD 1,303,896
2025-01-14 (Tuesday)74,085USD 1,226,107USD 1,226,107
2025-01-13 (Monday)74,085USD 1,207,586USD 1,207,586
2025-01-10 (Friday)74,085USD 1,200,177USD 1,200,177
2025-01-09 (Thursday)74,085USD 1,231,293USD 1,231,293
2025-01-09 (Thursday)74,085USD 1,231,293USD 1,231,293
2025-01-09 (Thursday)74,085USD 1,231,293USD 1,231,293
2025-01-08 (Wednesday)74,085USD 1,231,293USD 1,231,293
2025-01-08 (Wednesday)74,085USD 1,231,293USD 1,231,293
2025-01-08 (Wednesday)74,085USD 1,231,293USD 1,231,293
2025-01-02 (Thursday)75,331USD 1,252,001USD 1,252,001
2024-12-30 (Monday)75,331USD 1,241,455USD 1,241,455
2024-12-18 (Wednesday)75,331USD 1,337,879USD 1,337,879
2024-12-10 (Tuesday)74,619USD 1,393,137AVPT holding increased by 10447USD 1,393,1370USD 10,447 USD 18.67 USD 18.53
2024-12-09 (Monday)74,619AVPT holding increased by 6408USD 1,382,690AVPT holding increased by 94184USD 1,382,6906,408USD 94,184 USD 18.53 USD 18.89
2024-12-06 (Friday)68,211USD 1,288,506AVPT holding increased by 16371USD 1,288,5060USD 16,371 USD 18.89 USD 18.65
2024-12-05 (Thursday)68,211USD 1,272,135AVPT holding decreased by -6821USD 1,272,1350USD -6,821 USD 18.65 USD 18.75
2024-12-04 (Wednesday)68,211AVPT holding increased by 356USD 1,278,956AVPT holding increased by 42638USD 1,278,956356USD 42,638 USD 18.75 USD 18.22
2024-12-03 (Tuesday)67,855AVPT holding increased by 534USD 1,236,318AVPT holding increased by 30599USD 1,236,318534USD 30,599 USD 18.22 USD 17.91
2024-12-02 (Monday)67,321USD 1,205,719AVPT holding increased by 17503USD 1,205,7190USD 17,503 USD 17.91 USD 17.65
2024-11-29 (Friday)67,321USD 1,188,216AVPT holding decreased by -11444USD 1,188,2160USD -11,444 USD 17.65 USD 17.82
2024-11-28 (Thursday)67,321USD 1,199,660USD 1,199,6600USD 0 USD 17.82 USD 17.82
2024-11-27 (Wednesday)67,321USD 1,199,660AVPT holding decreased by -20197USD 1,199,6600USD -20,197 USD 17.82 USD 18.12
2024-11-26 (Tuesday)67,321USD 1,219,857AVPT holding decreased by -6732USD 1,219,8570USD -6,732 USD 18.12 USD 18.22
2024-11-26 (Tuesday)67,321USD 1,219,857AVPT holding decreased by -6732USD 1,219,8570USD -6,732 USD 18.12 USD 18.22
2024-11-25 (Monday)67,321USD 1,226,589AVPT holding decreased by -23562USD 1,226,5890USD -23,562 USD 18.22 USD 18.57
2024-11-25 (Monday)67,321USD 1,226,589AVPT holding decreased by -23562USD 1,226,5890USD -23,562 USD 18.22 USD 18.57
2024-11-22 (Friday)67,321USD 1,250,151AVPT holding increased by 18177USD 1,250,1510USD 18,177 USD 18.57 USD 18.3
2024-11-21 (Thursday)67,321USD 1,231,974AVPT holding increased by 53856USD 1,231,9740USD 53,856 USD 18.3 USD 17.5
2024-11-20 (Wednesday)67,321USD 1,178,118AVPT holding increased by 62609USD 1,178,1180USD 62,609 USD 17.5 USD 16.57
2024-11-19 (Tuesday)67,321AVPT holding increased by 1074USD 1,115,509AVPT holding increased by 72781USD 1,115,5091,074USD 72,781 USD 16.57 USD 15.74
2024-11-18 (Monday)66,247AVPT holding increased by 358USD 1,042,728AVPT holding decreased by -1613USD 1,042,728358USD -1,613 USD 15.74 USD 15.85
2024-11-12 (Tuesday)65,889AVPT holding increased by 712USD 1,044,341AVPT holding increased by 21062USD 1,044,341712USD 21,062 USD 15.85 USD 15.7
2024-11-11 (Monday)65,177AVPT holding increased by 179USD 1,023,279AVPT holding increased by 55459USD 1,023,279179USD 55,459 USD 15.7 USD 14.89
2024-11-11 (Monday)65,177AVPT holding increased by 179USD 1,023,279AVPT holding increased by 55459USD 1,023,279179USD 55,459 USD 15.7 USD 14.89
2024-11-08 (Friday)64,998USD 967,820AVPT holding increased by 91647USD 967,8200USD 91,647 USD 14.89 USD 13.48
2024-11-08 (Friday)64,998USD 967,820AVPT holding increased by 91647USD 967,8200USD 91,647 USD 14.89 USD 13.48
2024-11-07 (Thursday)64,998AVPT holding increased by 895USD 876,173AVPT holding increased by 37065USD 876,173895USD 37,065 USD 13.48 USD 13.09
2024-11-07 (Thursday)64,998AVPT holding increased by 895USD 876,173AVPT holding increased by 37065USD 876,173895USD 37,065 USD 13.48 USD 13.09
2024-11-06 (Wednesday)64,103USD 839,108AVPT holding increased by 37179USD 839,1080USD 37,179 USD 13.09 USD 12.51
2024-11-06 (Wednesday)64,103USD 839,108AVPT holding increased by 37179USD 839,1080USD 37,179 USD 13.09 USD 12.51
2024-11-05 (Tuesday)64,103USD 801,929AVPT holding increased by 12180USD 801,9290USD 12,180 USD 12.51 USD 12.32
2024-11-05 (Tuesday)64,103USD 801,929AVPT holding increased by 12180USD 801,9290USD 12,180 USD 12.51 USD 12.32
2024-11-04 (Monday)64,103USD 789,749AVPT holding decreased by -3846USD 789,7490USD -3,846 USD 12.32 USD 12.38
2024-11-04 (Monday)64,103USD 789,749AVPT holding decreased by -3846USD 789,7490USD -3,846 USD 12.32 USD 12.38
2024-11-01 (Friday)64,103USD 793,595AVPT holding increased by 15385USD 793,5950USD 15,385 USD 12.38 USD 12.14
2024-11-01 (Friday)64,103USD 793,595AVPT holding increased by 15385USD 793,5950USD 15,385 USD 12.38 USD 12.14
2024-10-31 (Thursday)64,103USD 778,210AVPT holding decreased by -14103USD 778,2100USD -14,103 USD 12.14 USD 12.36
2024-10-31 (Thursday)64,103USD 778,210AVPT holding decreased by -14103USD 778,2100USD -14,103 USD 12.14 USD 12.36
2024-10-30 (Wednesday)64,103USD 792,313AVPT holding decreased by -5128USD 792,3130USD -5,128 USD 12.36 USD 12.44
2024-10-30 (Wednesday)64,103USD 792,313AVPT holding decreased by -5128USD 792,3130USD -5,128 USD 12.36 USD 12.44
2024-10-29 (Tuesday)64,103USD 797,441AVPT holding increased by 30128USD 797,4410USD 30,128 USD 12.44 USD 11.97
2024-10-29 (Tuesday)64,103USD 797,441AVPT holding increased by 30128USD 797,4410USD 30,128 USD 12.44 USD 11.97
2024-10-28 (Monday)64,103USD 767,313AVPT holding increased by 641USD 767,3130USD 641 USD 11.97 USD 11.96
2024-10-28 (Monday)64,103USD 767,313AVPT holding increased by 641USD 767,3130USD 641 USD 11.97 USD 11.96
2024-10-25 (Friday)64,103USD 766,672AVPT holding decreased by -7692USD 766,6720USD -7,692 USD 11.96 USD 12.08
2024-10-25 (Friday)64,103USD 766,672AVPT holding decreased by -7692USD 766,6720USD -7,692 USD 11.96 USD 12.08
2024-10-24 (Thursday)64,103USD 774,364AVPT holding increased by 22436USD 774,3640USD 22,436 USD 12.08 USD 11.73
2024-10-24 (Thursday)64,103USD 774,364AVPT holding increased by 22436USD 774,3640USD 22,436 USD 12.08 USD 11.73
2024-10-23 (Wednesday)64,103AVPT holding increased by 358USD 751,928AVPT holding decreased by -16199USD 751,928358USD -16,199 USD 11.73 USD 12.05
2024-10-23 (Wednesday)64,103AVPT holding increased by 358USD 751,928AVPT holding decreased by -16199USD 751,928358USD -16,199 USD 11.73 USD 12.05
2024-10-22 (Tuesday)63,745USD 768,127AVPT holding decreased by -638USD 768,1270USD -638 USD 12.05 USD 12.06
2024-10-22 (Tuesday)63,745USD 768,127AVPT holding decreased by -638USD 768,1270USD -638 USD 12.05 USD 12.06
2024-10-21 (Monday)63,745USD 768,765AVPT holding decreased by -5099USD 768,7650USD -5,099 USD 12.06 USD 12.14
2024-10-21 (Monday)63,745USD 768,765AVPT holding decreased by -5099USD 768,7650USD -5,099 USD 12.06 USD 12.14
2024-10-18 (Friday)63,745USD 773,864USD 773,864
Share price and value of shares held is calculated on the adjusted close price of each day (row). Changes between days reflect the gain/loss of the portfolio as a result of changes in the adjusted close price and changes in the holdings

Share Trades of AVPT by Blackrock for IE00BF4RFH31

Show aggregate share trades of AVPT

DateActionQuantityMarket HighMarket LowLikely Trade PriceLikely Trade Value (Profit/Loss)Average Price previous trades
2025-03-12SELL-358 14.290* 15.93 Profit of 5,701 on sale
2025-03-04SELL-356 14.840* 16.02 Profit of 5,704 on sale
2025-02-26SELL-708 17.440* 16.02 Profit of 11,341 on sale
2025-02-13BUY178 19.795* 15.69
2025-02-12BUY708 19.350* 15.63
2025-01-27BUY177 17.930* 14.93
2025-01-23BUY177 18.320* 14.81
2024-12-09BUY6,408 18.530* 14.54
2024-12-04BUY356 18.750* 14.28
2024-12-03BUY534 18.220* 14.19
2024-11-19BUY1,074 16.570* 12.88
2024-11-18BUY358 15.740* 12.79
2024-11-12BUY712 15.850* 12.70
2024-11-11BUY179 15.700* 12.50
2024-11-11BUY179 15.700* 12.50
2024-11-07BUY895 13.480* 12.24
2024-11-07BUY895 13.480* 12.24
2024-10-23BUY358 11.730* 12.06
2024-10-23BUY358 11.730* 12.06
Market high and low price is on the date.

* (if shown) = market close price used not a projected price. This is used when we do not have market data available to calculate a projection

The likely trade price/value is our estimate on the likely price the trade took place at and is not the actual trade price. The likely LOSS/GAIN is our estimate. Where a profit/loss value is shown in the Likely Trade Value column, this is derived from matching trades between periods eg the most recent previous BUY is matched with the SELL for the same number of shares and the difference between the likely BUY price and likely SELL price is calculated. Where a profit or loss is shown in the Average Price of Previous Trades column, this is dervied using the likely trade price compared to the average of previous trades based on adjusted close

Shorting History of AVPT

DateShorted VolumeShort Exempt VolumeTotal Shares Traded% Shorted
2025-03-13142,8580325,24343.9%
2025-03-12172,5732,771406,26142.5%
2025-03-11230,272434536,28542.9%
2025-03-10240,301153533,55045.0%
2025-03-07368,4070622,06159.2%
2025-03-06286,9031,400528,98754.2%
2025-03-05245,211500473,02751.8%
2025-03-04315,4030936,15633.7%
2025-03-03198,01114,221994,41719.9%
2025-02-28518,52830,7841,632,11431.8%
2025-02-27176,8160568,97431.1%
2025-02-26132,030109610,45621.6%
2025-02-25110,908290534,97420.7%
2025-02-24206,1600752,16127.4%
2025-02-21155,9810650,48324.0%
2025-02-20319,3211001,045,26430.5%
2025-02-19315,709724546,69957.7%
2025-02-18177,0165,232447,17639.6%
2025-02-14325,335400592,38654.9%
2025-02-13197,3772338,63958.3%
2025-02-12182,1620469,11438.8%
2025-02-11405,6841,245707,36257.4%
2025-02-10349,1290774,68745.1%
2025-02-07201,34525382,47952.6%
2025-02-06150,3831,934267,74456.2%
2025-02-05211,3080351,49860.1%
2025-02-04182,5081,832291,20362.7%
2025-02-03110,364105263,82741.8%
2025-01-31481,5651,350729,14466.0%
2025-01-30447,7360621,07272.1%
2025-01-29158,3351248,47063.7%
2025-01-28218,909689362,22860.4%
2025-01-27117,06736397,89129.4%
2025-01-24201,606353354,33256.9%
2025-01-23287,185338529,27854.3%
2025-01-22252,436807425,65459.3%
2025-01-21149,585644349,04242.9%
2025-01-17186,945803323,13357.9%
2025-01-16119,277524270,38644.1%
2025-01-15246,937311441,33056.0%
2025-01-14102,246101240,65642.5%
2025-01-13133,188582321,68841.4%
2025-01-10106,503409236,28145.1%
2025-01-08132,05552291,11645.4%
2025-01-07118,1121,240372,48031.7%

The data here is derived from FINRA daily shorted trade data. The Daily Short Sale Volume is the total volume of short trades that meet certain criteria on each trade date by 6 PM ET on the trade date. The detail trade data is derived from the monthly shorted trade data which will differ in aggregate. The detail trade data is derived from the transaction level data and includes ALL trades (including exempt) and the aggregation period extends beyond 6pm.

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Disclaimer

All information is provided as is without warranty and should be used for indicative purposes only. You should independently check data before making any investment decision. This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability for the reliability or accuracy of the data provided. We are not making recommendations for any financial instruments listed on this website.