Stammdaten
Unternehmen & Branche
| Name | Almanack Investment Partners, LLC. |
|---|---|
| Ticker | |
| CIK | 0001680613 |
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 |
|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | 3,064,793 | 3,016,178 | 48,615 | 103,103,931 | Aufgestockt | +1,6% | |
| Vestwell Advisors, LLC | 3,035,396 | 0 | 3,035,396 | 41,524,213 | Neu | +100,0% | |
| Ethos Financial Group, LLC | 1,066,540 | 1,012,018 | 54,522 | 10,999,073 | Aufgestockt | +5,4% | |
| Financial Gravity Asset Management, Inc. | 56,564 | 1,113 | 55,451 | 383,428 | Aufgestockt | +4982,1% | |
| Williams Jones Wealth Management, LLC. | 4,581 | 0 | 4,581 | 214,759 | Neu | +100,0% | |
| Oakworth Capital, Inc. | 14,687 | 14,500 | 187 | 157,924 | Aufgestockt | +1,3% | |
| New Hampshire Trust | 12,595 | 0 | 12,595 | 133,125 | Neu | +100,0% | |
| Luminist Capital LLC | 1,237 | 0 | 1,237 | 96,957 | Neu | +100,0% | |
| Transce3nd, LLC | 1,511 | 1,509 | 2 | 63,482 | Aufgestockt | +0,1% | |
| Kohmann Bosshard Financial Services, LLC | 8,543 | 0 | 8,543 | 55,445 | Neu | +100,0% | |
| Game Plan Financial Advisors, LLC | 1,999 | 0 | 1,999 | 22,808 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 69,193 | 81,987 | -12,794 | 1,371 | Reduziert | -15,6% | |
| Motiv8 Investments LLC | 3,361 | 0 | 3,361 | 122 | 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 (%) |
|---|---|---|---|
| FULTON BANK, N.A. | 3,064,793 | 103,103,931 | 89.79 |
| Ethos Financial Group, LLC | 1,066,540 | 10,999,073 | 9.58 |
| Financial Gravity Asset Management, Inc. | 56,564 | 383,428 | 0.33 |
| Oakworth Capital, Inc. | 14,687 | 157,924 | 0.14 |
| Luminist Capital LLC | 1,237 | 96,957 | 0.08 |
| Transce3nd, LLC | 1,511 | 63,482 | 0.06 |
| Game Plan Financial Advisors, LLC | 1,999 | 22,808 | 0.02 |
| Coston, McIsaac & Partners | 69,193 | 1,371 | 0.00 |