Stammdaten
Unternehmen & Branche
| Name | Activest Wealth Management |
|---|---|
| Ticker | |
| CIK | 0001883134 |
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 |
|---|---|---|---|---|---|---|---|
| UBS Group AG | 406,050 | 0 | 406,050 | 4,308,934 | Neu | +100,0% | |
| BW Gestao de Investimentos Ltda. | 100,000 | 0 | 100,000 | 1,175,000 | Neu | +100,0% | |
| Legal & General Group Plc | 5,589 | 0 | 5,589 | 47,634 | Neu | +100,0% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 3,500 | 0 | 3,500 | 28,805 | Neu | +100,0% | |
| Costello Asset Management, INC | 500 | 0 | 500 | 5,875 | Neu | +100,0% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 127 | 0 | 127 | 316 | Neu | +100,0% | |
| Activest Wealth Management | 16 | 0 | 16 | 43 | Neu | +100,0% | |
| Centerpoint Advisors, LLC | 2 | 0 | 2 | 0 | 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 (%) |
|---|---|---|---|
| UBS Group AG | 406,050 | 4,308,934 | 77.41 |
| BW Gestao de Investimentos Ltda. | 100,000 | 1,175,000 | 21.11 |
| Legal & General Group Plc | 5,589 | 47,634 | 0.86 |
| PNC FINANCIAL SERVICES GROUP, INC. | 3,500 | 28,805 | 0.52 |
| Costello Asset Management, INC | 500 | 5,875 | 0.11 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 127 | 316 | 0.01 |
| Activest Wealth Management | 16 | 43 | 0.00 |
| Centerpoint Advisors, LLC | 2 | 0 | 0.00 |