Stammdaten
Unternehmen & Branche
| Name | ORG Partners LLC |
|---|---|
| Ticker | |
| CIK | 0001979372 |
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. | 287,324 | 272,911 | 14,413 | 8,707,318 | Aufgestockt | +5,3% | |
| ORG Partners LLC | 4,390,034 | 0 | 4,390,034 | 1,321,106 | Neu | +100,0% | |
| ALBERT D MASON INC | 52,757 | 0 | 52,757 | 1,102,094 | Neu | +100,0% | |
| GAGNON SECURITIES LLC | 33,350 | 45,700 | -12,350 | 439,951 | Reduziert | -27,0% | |
| 10Elms LLP | 9,800 | 0 | 9,800 | 203,840 | Neu | +100,0% | |
| Ascentis Wealth Management, LLC | 4,264,207 | 5,365 | 4,258,842 | 124,962 | Aufgestockt | +79382,0% | |
| Oakworth Capital, Inc. | 3,638 | 3,638 | 0 | 71,769 | Unverändert | 0,0% | |
| Transce3nd, LLC | 2,422 | 2,572 | -150 | 61,250 | Reduziert | -5,8% | |
| McMillan Office, Inc. | 2,042 | 2,042 | 0 | 55,076 | Unverändert | 0,0% | |
| Financial Gravity Asset Management, Inc. | 4,138 | 3,762 | 376 | 45,700 | Aufgestockt | +10,0% | |
| RICHARDSON FINANCIAL SERVICES INC. | 3,404 | 0 | 3,404 | 32,982 | Neu | +100,0% | |
| ADIRONDACK TRUST CO | 187 | 0 | 187 | 11,902 | Neu | +100,0% | |
| NBT BANK N A /NY | 2,200 | 0 | 2,200 | 2,200 | Neu | +100,0% | |
| Motiv8 Investments LLC | 16,840 | 0 | 16,840 | 364 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 16,715 | 0 | 16,715 | 182 | Neu | +100,0% | |
| FNY Investment Advisers, LLC | 1,523 | 0 | 1,523 | 60 | Neu | +100,0% | |
| Winch Advisory Services, LLC | 238 | 0 | 238 | 0 | Neu | +100,0% | |
| GAMMA Investing LLC | 728 | 0 | 728 | 0 | Neu | +100,0% | |
| SouthState Bank Corp | 9 | 9 | 0 | 0 | Unverändert | 0,0% |
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. | 287,324 | 8,707,318 | 81.99 |
| ALBERT D MASON INC | 52,757 | 1,102,094 | 10.38 |
| GAGNON SECURITIES LLC | 33,350 | 439,951 | 4.14 |
| Ascentis Wealth Management, LLC | 4,264,207 | 124,962 | 1.18 |
| Oakworth Capital, Inc. | 3,638 | 71,769 | 0.68 |
| Transce3nd, LLC | 2,422 | 61,250 | 0.58 |
| McMillan Office, Inc. | 2,042 | 55,076 | 0.52 |
| Financial Gravity Asset Management, Inc. | 4,138 | 45,700 | 0.43 |
| ADIRONDACK TRUST CO | 187 | 11,902 | 0.11 |
| Coston, McIsaac & Partners | 16,715 | 182 | 0.00 |
| FNY Investment Advisers, LLC | 1,523 | 60 | 0.00 |
| SouthState Bank Corp | 9 | 0 | 0.00 |