Stammdaten
Unternehmen & Branche
| Name | ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
|---|---|
| Ticker | |
| CIK | 0001018561 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 509.897 | 0 | 509.897 | 4.961.298 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 78.458 | 0 | 78.458 | 763.388 | Neu | +100,0% | |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 53.949 | 0 | 53.949 | 524.924 | Neu | +100,0% | |
| Private Advisor Group, LLC | 49.834 | 0 | 49.834 | 484.888 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 15.481 | 0 | 15.481 | 150.630 | Neu | +100,0% | |
| NewEdge Advisors, LLC | 13.657 | 0 | 13.657 | 132.883 | Neu | +100,0% | |
| CAPTRUST FINANCIAL ADVISORS | 12.139 | 0 | 12.139 | 118.112 | Neu | +100,0% | |
| Essex Financial Services, Inc. | 10.443 | 0 | 10.443 | 101.610 | Neu | +100,0% | |
| UBS Group AG | 5.882 | 0 | 5.882 | 57.232 | Neu | +100,0% | |
| MORGAN STANLEY | 1.908 | 0 | 1.908 | 18.565 | Neu | +100,0% | |
| FMR LLC | 1.462 | 0 | 1.462 | 14.225 | Neu | +100,0% | |
| MAI Capital Management | 825 | 0 | 825 | 8.028 | Neu | +100,0% | |
| HARBOUR INVESTMENTS, INC. | 353 | 0 | 353 | 3.435 | Neu | +100,0% | |
| Arax Advisory Partners | 165 | 0 | 165 | 1.606 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 128 | 0 | 128 | 1.000 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 509.897 | 0 | +100,0% | 4.961.298 | 67,58 | 0 % | 1 Q |
| OSAIC HOLDINGS, INC. | 78.458 | 0 | +100,0% | 763.388 | 10,40 | 0 % | 1 Q |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 53.949 | 0 | +100,0% | 524.924 | 7,15 | 100 % | 1 Q |
| Private Advisor Group, LLC | 49.834 | 0 | +100,0% | 484.888 | 6,60 | 0 % | 1 Q |
| BANK OF AMERICA CORP /DE/ | 15.481 | 0 | +100,0% | 150.630 | 2,05 | 0 % | 1 Q |
| NewEdge Advisors, LLC | 13.657 | 0 | +100,0% | 132.883 | 1,81 | 0 % | 1 Q |
| CAPTRUST FINANCIAL ADVISORS | 12.139 | 0 | +100,0% | 118.112 | 1,61 | 0 % | 1 Q |
| Essex Financial Services, Inc. | 10.443 | 0 | +100,0% | 101.610 | 1,38 | 0 % | 1 Q |
| UBS Group AG | 5.882 | 0 | +100,0% | 57.232 | 0,78 | 0 % | 1 Q |
| MORGAN STANLEY | 1.908 | 0 | +100,0% | 18.565 | 0,25 | 0 % | 1 Q |
| FMR LLC | 1.462 | 0 | +100,0% | 14.225 | 0,19 | 0 % | 1 Q |
| MAI Capital Management | 825 | 0 | +100,0% | 8.028 | 0,11 | 0 % | 1 Q |
| HARBOUR INVESTMENTS, INC. | 353 | 0 | +100,0% | 3.435 | 0,05 | 100 % | 1 Q |
| Arax Advisory Partners | 165 | 0 | +100,0% | 1.606 | 0,02 | 0 % | 1 Q |
| ROYAL BANK OF CANADA | 128 | 0 | +100,0% | 1.000 | 0,01 | 100 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 15 | 0,8 | 7 |