Stammdaten
Unternehmen & Branche
| Name | D.A. DAVIDSON & CO. |
|---|---|
| Ticker | |
| CIK | 0001080107 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC | 243,915 | 170,838 | 73,077 | 6,175,936 | Aufgestockt | +42,8% | |
| DKM Wealth Management, Inc. | 182,678 | 123,970 | 58,708 | 4,625,401 | Aufgestockt | +47,4% | |
| BLUE JEAN FINANCIAL LLC | 99,390 | 95,423 | 3,967 | 2,516,555 | Aufgestockt | +4,2% | |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 86,396 | 78,130 | 8,266 | 2,187,537 | Aufgestockt | +10,6% | |
| Chicago Wealth Management, Inc. | 29,110 | 0 | 29,110 | 738,147 | Neu | +100,0% | |
| Private Advisor Group, LLC | 27,480 | 0 | 27,480 | 696,756 | Neu | +100,0% | |
| Acorn Wealth Advisors, LLC | 20,811 | 13,913 | 6,898 | 526,945 | Aufgestockt | +49,6% | |
| D.A. DAVIDSON & CO. | 11,900 | 0 | 11,900 | 301,725 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 11,382 | 0 | 11,382 | 288,591 | Neu | +100,0% | |
| Syntegra Private Wealth Group, LLC | 8,223 | 0 | 8,223 | 208,206 | Neu | +100,0% | |
| Geneos Wealth Management Inc. | 4,330 | 0 | 4,330 | 109,812 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 4,233 | 0 | 4,233 | 107,347 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 3,256 | 0 | 3,256 | 83,000 | Neu | +100,0% | |
| UBS Group AG | 250 | 0 | 250 | 6,330 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 109,449 | 64,249 | 45,200 | 2,771 | Aufgestockt | +70,4% | |
| CWM, LLC | 2,844 | 0 | 2,844 | 72 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC | 243,915 | 6,175,936 | 38.01 |
| DKM Wealth Management, Inc. | 182,678 | 4,625,401 | 28.46 |
| BLUE JEAN FINANCIAL LLC | 99,390 | 2,516,555 | 15.49 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 86,396 | 2,187,537 | 13.46 |
| Acorn Wealth Advisors, LLC | 20,811 | 526,945 | 3.24 |
| Syntegra Private Wealth Group, LLC | 8,223 | 208,206 | 1.28 |
| UBS Group AG | 250 | 6,330 | 0.04 |
| Cambridge Investment Research Advisors, Inc. | 109,449 | 2,771 | 0.02 |