Stammdaten
Unternehmen & Branche
| Name | MELFA WEALTH MANAGEMENT, INC. |
|---|---|
| Ticker | |
| CIK | 0001962465 |
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 |
|---|---|---|---|---|---|---|---|
| Uncommon Cents Investing LLC | 181,162 | 0 | 181,162 | 1,449 | Neu | +100,0% | |
| MELFA WEALTH MANAGEMENT, INC. | 96,284 | 0 | 96,284 | 770 | Neu | +100,0% | |
| Apollon Wealth Management, LLC | 45,583 | 0 | 45,583 | 365 | Neu | +100,0% | |
| SeaCrest Wealth Management, LLC | 37,950 | 0 | 37,950 | 304 | Neu | +100,0% | |
| UBS Group AG | 27,916 | 0 | 27,916 | 224 | Neu | +100,0% | |
| MRA Advisory Group | 18,337 | 0 | 18,337 | 147 | Neu | +100,0% | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 16,000 | 0 | 16,000 | 128 | Neu | +100,0% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 281 | 0 | 281 | 2 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 10,252 | 0 | 10,252 | 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 (%) |
|---|---|---|---|
| Uncommon Cents Investing LLC | 181,162 | 1,449 | 42.76 |
| MELFA WEALTH MANAGEMENT, INC. | 96,284 | 770 | 22.72 |
| Apollon Wealth Management, LLC | 45,583 | 365 | 10.77 |
| SeaCrest Wealth Management, LLC | 37,950 | 304 | 8.97 |
| UBS Group AG | 27,916 | 224 | 6.61 |
| MRA Advisory Group | 18,337 | 147 | 4.34 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 16,000 | 128 | 3.78 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 281 | 2 | 0.06 |
| Cambridge Investment Research Advisors, Inc. | 10,252 | 0 | 0.00 |