Stammdaten
Unternehmen & Branche
| Name | Diversified Trust Co |
|---|---|
| Ticker | |
| CIK | 0001479844 |
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 |
|---|---|---|---|---|---|---|---|
| Diversified Trust Co | 89,522,864 | 97,255,180 | -7,732,316 | 988,333,404 | Reduziert | -8,0% | |
| FULTON BANK, N.A. | 5,443 | 5,443 | 0 | 207,620 | Unverändert | 0,0% | |
| Fortune Financial Group, Inc. | 12,883 | 0 | 12,883 | 206,381 | Neu | +100,0% | |
| Kohmann Bosshard Financial Services, LLC | 876 | 0 | 876 | 27,112 | Neu | +100,0% | |
| Transce3nd, LLC | 562 | 562 | 0 | 20,482 | Unverändert | 0,0% | |
| Citadel Investment Advisory, Inc. | 1,734,313 | 1,748,340 | -14,027 | 9,643 | Reduziert | -0,8% | |
| Coston, McIsaac & Partners | 9,031 | 9,020 | 11 | 292 | Aufgestockt | +0,1% | |
| Motiv8 Investments LLC | 1,381 | 0 | 1,381 | 43 | 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 (%) |
|---|---|---|---|
| Diversified Trust Co | 89,522,864 | 988,333,404 | 99.96 |
| FULTON BANK, N.A. | 5,443 | 207,620 | 0.02 |
| Fortune Financial Group, Inc. | 12,883 | 206,381 | 0.02 |
| Transce3nd, LLC | 562 | 20,482 | 0.00 |
| Citadel Investment Advisory, Inc. | 1,734,313 | 9,643 | 0.00 |
| Coston, McIsaac & Partners | 9,031 | 292 | 0.00 |