Stammdaten
Unternehmen & Branche
| Name | Wealthcare Advisory Partners LLC |
|---|---|
| Ticker | |
| CIK | 0001683059 |
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 |
|---|---|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 54,853 | 0 | 54,853 | 773,702 | Neu | +100,0% | |
| Wealthcare Advisory Partners LLC | 40,708 | 0 | 40,708 | 422,395 | Neu | +100,0% | |
| NWF Advisory Services Inc. | 21,950 | 0 | 21,950 | 309,605 | Neu | +100,0% | |
| INVESTMENT HOUSE LLC | 11,971 | 0 | 11,971 | 168,851 | Neu | +100,0% | |
| Glass Jacobson Investment Advisors llc | 7,162 | 0 | 7,162 | 101,021 | Neu | +100,0% | |
| HARBOR INVESTMENT ADVISORY, LLC | 2,485 | 0 | 2,485 | 35,051 | Neu | +100,0% | |
| UBS Group AG | 3,332 | 0 | 3,332 | 4,631 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 25,768 | 0 | 25,768 | 363 | 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 (%) |
|---|---|---|---|
| Belpointe Asset Management LLC | 54,853 | 773,702 | 42.61 |
| Wealthcare Advisory Partners LLC | 40,708 | 422,395 | 23.26 |
| NWF Advisory Services Inc. | 21,950 | 309,605 | 17.05 |
| INVESTMENT HOUSE LLC | 11,971 | 168,851 | 9.30 |
| Glass Jacobson Investment Advisors llc | 7,162 | 101,021 | 5.56 |
| HARBOR INVESTMENT ADVISORY, LLC | 2,485 | 35,051 | 1.93 |
| UBS Group AG | 3,332 | 4,631 | 0.26 |
| Cambridge Investment Research Advisors, Inc. | 25,768 | 363 | 0.02 |