Stammdaten
Unternehmen & Branche
| Name | ROWLANDMILLER & PARTNERS.ADV |
|---|---|
| Ticker | |
| CIK | 0000225816 |
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 |
|---|---|---|---|---|---|---|---|
| Boston Common Asset Management, LLC | 42,063 | 0 | 42,063 | 2,429,155 | Neu | +100,0% | |
| FULTON BANK, N.A. | 13,933 | 14,820 | -887 | 2,175,381 | Reduziert | -6,0% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 21,543 | 19,520 | 2,023 | 1,433,040 | Aufgestockt | +10,4% | |
| ROWLANDMILLER & PARTNERS.ADV | 47,786 | 47,783 | 3 | 1,324,470 | Aufgestockt | 0,0% | |
| FIRST MERCHANTS CORP | 7,925 | 7,108 | 817 | 1,237,088 | Aufgestockt | +11,5% | |
| Fortune Financial Group, Inc. | 3,453 | 3,442 | 11 | 539,181 | Aufgestockt | +0,3% | |
| Sterling Capital Management LLC | 7,512 | 8,343 | -831 | 489,130 | Reduziert | -10,0% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 5,790 | 5,790 | 0 | 377,005 | Unverändert | 0,0% | |
| NORTH STAR ASSET MANAGEMENT INC | 2,288 | 0 | 2,288 | 362,937 | Neu | +100,0% | |
| Kohmann Bosshard Financial Services, LLC | 2,655 | 0 | 2,655 | 362,605 | Neu | +100,0% | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2,278 | 0 | 2,278 | 361,336 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 5,388 | 0 | 5,388 | 310,228 | Neu | +100,0% | |
| Williams Jones Wealth Management, LLC. | 3,413 | 3,283 | 130 | 274,002 | Aufgestockt | +4,0% | |
| Ethos Financial Group, LLC | 3,045 | 2,947 | 98 | 244,519 | Aufgestockt | +3,3% | |
| RFP Financial Group LLC | 2,331 | 0 | 2,331 | 201,024 | Neu | +100,0% | |
| McMillan Office, Inc. | 4,907 | 0 | 4,907 | 170,113 | Neu | +100,0% | |
| GAMMA Investing LLC | 2,434 | 1,585 | 849 | 161,910 | Aufgestockt | +53,6% | |
| Financial Gravity Asset Management, Inc. | 811 | 811 | 0 | 126,650 | Unverändert | 0,0% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,403 | 1,384 | 19 | 93,328 | Aufgestockt | +1,4% | |
| Copeland Capital Management, LLC | 759 | 0 | 759 | 43,703 | Neu | +100,0% | |
| First Command Advisory Services, Inc. | 144 | 0 | 144 | 9,579 | Neu | +100,0% | |
| Salomon & Ludwin, LLC | 159 | 0 | 159 | 9,491 | Neu | +100,0% | |
| NBC SECURITIES, INC. | 69 | 69 | 0 | 4,492 | Unverändert | 0,0% | |
| IMA Advisory Services, Inc. | 15 | 0 | 15 | 863 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 1,876 | 1,215 | 661 | 282 | Aufgestockt | +54,4% |
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. | 13,933 | 2,175,381 | 25.12 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 21,543 | 1,433,040 | 16.55 |
| ROWLANDMILLER & PARTNERS.ADV | 47,786 | 1,324,470 | 15.29 |
| FIRST MERCHANTS CORP | 7,925 | 1,237,088 | 14.28 |
| Fortune Financial Group, Inc. | 3,453 | 539,181 | 6.23 |
| Sterling Capital Management LLC | 7,512 | 489,130 | 5.65 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 5,790 | 377,005 | 4.35 |
| Williams Jones Wealth Management, LLC. | 3,413 | 274,002 | 3.16 |
| Ethos Financial Group, LLC | 3,045 | 244,519 | 2.82 |
| McMillan Office, Inc. | 4,907 | 170,113 | 1.96 |
| GAMMA Investing LLC | 2,434 | 161,910 | 1.87 |
| Financial Gravity Asset Management, Inc. | 811 | 126,650 | 1.46 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,403 | 93,328 | 1.08 |
| First Command Advisory Services, Inc. | 144 | 9,579 | 0.11 |
| NBC SECURITIES, INC. | 69 | 4,492 | 0.05 |
| Coston, McIsaac & Partners | 1,876 | 282 | 0.00 |