Stammdaten
Unternehmen & Branche
| Name | MOTCO |
|---|---|
| Ticker | |
| CIK | 0001306333 |
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 |
|---|---|---|---|---|---|---|---|
| Broderick Brian C | 395,700 | 0 | 395,700 | 7,949,603 | Neu | +100,0% | |
| Redwood Wealth Management Group, LLC | 121,790 | 122,650 | -860 | 5,939,835 | Reduziert | -0,7% | |
| Siena Capital Partners GP, LLC | 3,662 | 0 | 3,662 | 4,072,144 | Neu | +100,0% | |
| FULTON BANK, N.A. | 233,464 | 224,748 | 8,716 | 3,201,531 | Aufgestockt | +3,9% | |
| Generali Investments CEE, investicni spolecnost, a.s. | 76,233 | 8,000 | 68,233 | 2,612,328 | Aufgestockt | +852,9% | |
| Williams Jones Wealth Management, LLC. | 72,605 | 73,305 | -700 | 2,098,295 | Reduziert | -1,0% | |
| Fortune Financial Group, Inc. | 13,002 | 12,541 | 461 | 1,184,634 | Aufgestockt | +3,7% | |
| Diversified Trust Co | 18,759 | 18,759 | 0 | 665,964 | Unverändert | 0,0% | |
| Financial Gravity Asset Management, Inc. | 6,777 | 4,438 | 2,339 | 555,643 | Aufgestockt | +52,7% | |
| Kohmann Bosshard Financial Services, LLC | 11,133 | 0 | 11,133 | 494,589 | Neu | +100,0% | |
| Ancora Advisors LLC | 442 | 0 | 442 | 491,173 | Neu | +100,0% | |
| Westside Investment Management, Inc. | 7,919 | 0 | 7,919 | 457,119 | Neu | +100,0% | |
| Oakworth Capital, Inc. | 3,191 | 3,190 | 1 | 56,538 | Aufgestockt | 0,0% | |
| McMillan Office, Inc. | 263 | 263 | 0 | 12,997 | Unverändert | 0,0% | |
| ADIRONDACK TRUST CO | 1,138 | 0 | 1,138 | 11,550 | Neu | +100,0% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 79 | 79 | 0 | 1,043 | Unverändert | 0,0% | |
| Coston, McIsaac & Partners | 16,888 | 15,587 | 1,301 | 787 | Aufgestockt | +8,3% | |
| NVWM, LLC | 11,061 | 11,061 | 0 | 133 | Unverändert | 0,0% | |
| Motiv8 Investments LLC | 3,202 | 0 | 3,202 | 103 | Neu | +100,0% | |
| MassMutual Private Wealth & Trust, FSB | 5,000 | 5,000 | 0 | 13 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Redwood Wealth Management Group, LLC | 121,790 | 5,939,835 | 36.35 |
| FULTON BANK, N.A. | 233,464 | 3,201,531 | 19.59 |
| Generali Investments CEE, investicni spolecnost, a.s. | 76,233 | 2,612,328 | 15.99 |
| Williams Jones Wealth Management, LLC. | 72,605 | 2,098,295 | 12.84 |
| Fortune Financial Group, Inc. | 13,002 | 1,184,634 | 7.25 |
| Diversified Trust Co | 18,759 | 665,964 | 4.08 |
| Financial Gravity Asset Management, Inc. | 6,777 | 555,643 | 3.40 |
| Oakworth Capital, Inc. | 3,191 | 56,538 | 0.35 |
| McMillan Office, Inc. | 263 | 12,997 | 0.08 |
| ADIRONDACK TRUST CO | 1,138 | 11,550 | 0.07 |
| PNC FINANCIAL SERVICES GROUP, INC. | 79 | 1,043 | 0.01 |
| Coston, McIsaac & Partners | 16,888 | 787 | 0.00 |
| NVWM, LLC | 11,061 | 133 | 0.00 |
| MassMutual Private Wealth & Trust, FSB | 5,000 | 13 | 0.00 |