Stammdaten
Unternehmen & Branche
| Name | HAZLETT, BURT & WATSON, INC. |
|---|---|
| Ticker | |
| CIK | 0000046392 |
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 |
|---|---|---|---|---|---|---|---|
| AG Asset Advisory, LLC | 295,234 | 0 | 295,234 | 7,503,372 | Neu | +100,0% | |
| Angeles Investment Advisors, LLC | 45,205 | 45,325 | -120 | 3,423,799 | Reduziert | -0,3% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,378 | 0 | 42,378 | 3,226,860 | Neu | +100,0% | |
| Magnus Financial Group LLC | 81,991 | 0 | 81,991 | 2,083,796 | Neu | +100,0% | |
| Belpointe Asset Management LLC | 60,501 | 0 | 60,501 | 1,537,633 | Neu | +100,0% | |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 42,574 | 50,999 | -8,425 | 1,192,796 | Reduziert | -16,5% | |
| CreativeOne Wealth, LLC | 41,356 | 0 | 41,356 | 1,069,028 | Neu | +100,0% | |
| HB Wealth Management, LLC | 31,798 | 0 | 31,798 | 808,146 | Neu | +100,0% | |
| Accelerate Investment Advisors LLC | 25,760 | 0 | 25,760 | 654,690 | Neu | +100,0% | |
| Tidal Investments LLC | 22,610 | 0 | 22,610 | 605,604 | Neu | +100,0% | |
| GUIDANCE CAPITAL, INC | 4,829 | 0 | 4,829 | 367,391 | Neu | +100,0% | |
| Pekin Hardy Strauss, Inc. | 12,075 | 0 | 12,075 | 312,128 | Neu | +100,0% | |
| Ascentis Wealth Management, LLC | 10,144 | 0 | 10,144 | 284,202 | Neu | +100,0% | |
| Sanctuary Advisors, LLC | 3,135 | 3,125 | 10 | 237,417 | Aufgestockt | +0,3% | |
| JANE STREET GROUP, LLC | 8,845 | 0 | 8,845 | 228,635 | Neu | +100,0% | |
| IFP Advisors, Inc | 2,805 | 1,650 | 1,155 | 212,451 | Aufgestockt | +70,0% | |
| ROYAL BANK OF CANADA | 1,000 | 0 | 1,000 | 76,000 | Neu | +100,0% | |
| CVA Family Office, LLC | 328 | 0 | 328 | 24,843 | Neu | +100,0% | |
| HARBOUR INVESTMENTS, INC. | 313 | 0 | 313 | 23,821 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 8,452 | 0 | 8,452 | 644 | Neu | +100,0% | |
| Betterment LLC | 22,168 | 0 | 22,168 | 594 | Neu | +100,0% | |
| DHJJ Financial Advisors, Ltd. | 14 | 14 | 0 | 393 | Unverändert | 0,0% | |
| HAZLETT, BURT & WATSON, INC. | 1,864 | 0 | 1,864 | 175 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 0 | 0 | 0 | 1 | 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 (%) |
|---|---|---|---|
| AG Asset Advisory, LLC | 295,234 | 7,503,372 | 41.77 |
| Angeles Investment Advisors, LLC | 45,205 | 3,423,799 | 19.06 |
| Magnus Financial Group LLC | 81,991 | 2,083,796 | 11.60 |
| Belpointe Asset Management LLC | 60,501 | 1,537,633 | 8.56 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 42,574 | 1,192,796 | 6.64 |
| HB Wealth Management, LLC | 31,798 | 808,146 | 4.50 |
| Accelerate Investment Advisors LLC | 25,760 | 654,690 | 3.64 |
| Ascentis Wealth Management, LLC | 10,144 | 284,202 | 1.58 |
| Sanctuary Advisors, LLC | 3,135 | 237,417 | 1.32 |
| IFP Advisors, Inc | 2,805 | 212,451 | 1.18 |
| CVA Family Office, LLC | 328 | 24,843 | 0.14 |
| DHJJ Financial Advisors, Ltd. | 14 | 393 | 0.00 |