Stammdaten
Unternehmen & Branche
| Name | KELLY LAWRENCE W & ASSOCIATES INC/CA |
|---|---|
| Ticker | |
| CIK | 0000920441 |
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 |
|---|---|---|---|---|---|---|---|
| Arvest Bank Trust Division | 617,533 | 0 | 617,533 | 25,059,495 | Neu | +100,0% | |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 155,385 | 0 | 155,385 | 5,208,107 | Neu | +100,0% | |
| Ramirez Asset Management, Inc. | 377,986 | 0 | 377,986 | 4,879,615 | Neu | +100,0% | |
| Redwood Wealth Management Group, LLC | 756,115 | 775,327 | -19,212 | 4,438,955 | Reduziert | -2,5% | |
| REIK & CO., LLC | 4,203 | 0 | 4,203 | 1,927,748 | Neu | +100,0% | |
| Diversified Trust Co | 30,182 | 30,182 | 0 | 1,307,223 | Unverändert | 0,0% | |
| RHUMBLINE ADVISERS | 52,920 | 0 | 52,920 | 684,769 | Neu | +100,0% | |
| EVERETT HARRIS & CO /CA/ | 1,316 | 0 | 1,316 | 603,590 | Neu | +100,0% | |
| Fairfield Financial Advisors, LTD | 2,625 | 2,625 | 0 | 434,960 | Unverändert | 0,0% | |
| Ethos Financial Group, LLC | 1,517 | 1,517 | 0 | 251,329 | Unverändert | 0,0% | |
| Kohmann Bosshard Financial Services, LLC | 5,126 | 0 | 5,126 | 214,916 | Neu | +100,0% | |
| Westside Investment Management, Inc. | 4,124 | 0 | 4,124 | 187,643 | Neu | +100,0% | |
| FULTON BANK, N.A. | 13,647 | 23,161 | -9,514 | 149,028 | Reduziert | -41,1% | |
| Oakworth Capital, Inc. | 2,855 | 2,848 | 7 | 123,727 | Aufgestockt | +0,2% | |
| GAMMA Investing LLC | 7,023 | 7,262 | -239 | 117,565 | Reduziert | -3,3% | |
| Murphy & Mullick Capital Management Corp | 2,486 | 0 | 2,486 | 32,169 | Neu | +100,0% | |
| McMillan Office, Inc. | 117 | 117 | 0 | 19,389 | Unverändert | 0,0% | |
| Salomon & Ludwin, LLC | 798 | 0 | 798 | 10,645 | Neu | +100,0% | |
| Ancora Advisors LLC | 13 | 0 | 13 | 5,963 | Neu | +100,0% | |
| Winch Advisory Services, LLC | 106 | 106 | 0 | 1,780 | Unverändert | 0,0% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 79 | 0 | 79 | 1,322 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 2,775 | 2,768 | 7 | 120 | Aufgestockt | +0,3% | |
| Motiv8 Investments LLC | 977 | 0 | 977 | 44 | 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 (%) |
|---|---|---|---|
| Redwood Wealth Management Group, LLC | 756,115 | 4,438,955 | 64.85 |
| Diversified Trust Co | 30,182 | 1,307,223 | 19.10 |
| Fairfield Financial Advisors, LTD | 2,625 | 434,960 | 6.35 |
| Ethos Financial Group, LLC | 1,517 | 251,329 | 3.67 |
| FULTON BANK, N.A. | 13,647 | 149,028 | 2.18 |
| Oakworth Capital, Inc. | 2,855 | 123,727 | 1.81 |
| GAMMA Investing LLC | 7,023 | 117,565 | 1.72 |
| McMillan Office, Inc. | 117 | 19,389 | 0.28 |
| Winch Advisory Services, LLC | 106 | 1,780 | 0.03 |
| PNC FINANCIAL SERVICES GROUP, INC. | 79 | 1,322 | 0.02 |
| Coston, McIsaac & Partners | 2,775 | 120 | 0.00 |