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 |
|---|---|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 1.467.776 | 1.351.581 | 116.195 | 34.174.219 | Aufgestockt | +8,6% | |
| MORGAN STANLEY | 1.402.120 | 1.306.212 | 95.908 | 32.645.583 | Aufgestockt | +7,3% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.092.828 | 1.070.938 | 21.890 | 25.444.319 | Aufgestockt | +2,0% | |
| NewEdge Advisors, LLC | 855.270 | 883.775 | -28.505 | 19.913.246 | Reduziert | -3,2% | |
| Baltimore-Washington Financial Advisors, Inc. | 652.314 | 502.656 | 149.658 | 15.187.823 | Aufgestockt | +29,8% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 534.862 | 577.204 | -42.342 | 12.453.183 | Reduziert | -7,3% | |
| THREADGILL FINANCIAL, LLC | 486.139 | 9.030 | 477.109 | 11.318.778 | Aufgestockt | +5283,6% | |
| Scissortail Wealth Management, LLC | 485.371 | 59.589 | 425.782 | 11.300.897 | Aufgestockt | +714,5% | |
| BANK OF AMERICA CORP /DE/ | 414.007 | 436.090 | -22.083 | 9.639.319 | Reduziert | -5,1% | |
| LPL Financial LLC | 369.594 | 273.126 | 96.468 | 8.605.245 | Aufgestockt | +35,3% | |
| Commonwealth Financial Services, LLC | 351.976 | 328.813 | 23.163 | 8.195.059 | Aufgestockt | +7,0% | |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 251.958 | 245.559 | 6.399 | 5.866.336 | Aufgestockt | +2,6% | |
| Delta Wealth Advisors LLC | 218.408 | 158.152 | 60.256 | 5.085.196 | Aufgestockt | +38,1% | |
| Stratos Wealth Partners, LTD. | 210.396 | 189.233 | 21.163 | 4.898.654 | Aufgestockt | +11,2% | |
| Bradley & Co. Private Wealth Management, LLC | 144.942 | 144.942 | 0 | 3.374.685 | Unverändert | 0,0% | |
| RAYMOND JAMES FINANCIAL INC | 144.293 | 91.800 | 52.493 | 3.359.581 | Aufgestockt | +57,2% | |
| WELLS FARGO & COMPANY/MN | 126.548 | 90.674 | 35.874 | 2.946.417 | Aufgestockt | +39,6% | |
| Keeler Thomas Management LLC | 118.244 | 399.476 | -281.232 | 2.753.073 | Reduziert | -70,4% | |
| Straight Path Wealth Management | 116.548 | 109.998 | 6.550 | 2.713.589 | Aufgestockt | +6,0% | |
| MERCER GLOBAL ADVISORS INC /ADV | 108.461 | 26.698 | 81.763 | 2.525.297 | Aufgestockt | +306,3% | |
| Ironwood Financial, llc | 103.945 | 88.628 | 15.317 | 2.420.152 | Aufgestockt | +17,3% | |
| Integrated Wealth Concepts LLC | 100.777 | 87.297 | 13.480 | 2.346.400 | Aufgestockt | +15,4% | |
| Sigma Planning Corp | 77.357 | 56.822 | 20.535 | 1.801.095 | Aufgestockt | +36,1% | |
| Penobscot Investment Management Company, Inc. | 72.335 | 13.450 | 58.885 | 1.684.176 | Aufgestockt | +437,8% | |
| Lido Advisors, LLC | 67.870 | 74.894 | -7.024 | 1.580.233 | Reduziert | -9,4% | |
| BlackRock, Inc. | 67.554 | 50.666 | 16.888 | 1.572.860 | Aufgestockt | +33,3% | |
| Beacon Pointe Advisors, LLC | 57.105 | 48.616 | 8.489 | 1.329.584 | Aufgestockt | +17,5% | |
| ENVESTNET ASSET MANAGEMENT INC | 43.272 | 28.939 | 14.333 | 1.007.499 | Aufgestockt | +49,5% | |
| UBS Group AG | 39.156 | 79.951 | -40.795 | 911.669 | Reduziert | -51,0% | |
| Cetera Investment Advisers | 39.016 | 35.819 | 3.197 | 908.408 | Aufgestockt | +8,9% | |
| ROYAL BANK OF CANADA | 37.493 | 37.322 | 171 | 873.000 | Aufgestockt | +0,5% | |
| Robertson Stephens Wealth Management, LLC | 36.513 | 0 | 36.513 | 850.132 | Neu | +100,0% | |
| Cyr Financial Inc. | 35.168 | 36.883 | -1.715 | 818.817 | Reduziert | -4,6% | |
| WRAPMANAGER INC | 35.047 | 34.998 | 49 | 815.999 | Aufgestockt | +0,1% | |
| INSIGNEO ADVISORY SERVICES, LLC | 31.369 | 29.247 | 2.122 | 730.364 | Aufgestockt | +7,3% | |
| CITADEL ADVISORS LLC | 29.519 | 0 | 29.519 | 687.291 | Neu | +100,0% | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 26.555 | 24.005 | 2.550 | 618.290 | Aufgestockt | +10,6% | |
| Heartland Bank & Trust Co | 24.981 | 0 | 24.981 | 581.633 | Neu | +100,0% | |
| First Western Trust Bank | 20.938 | 0 | 20.938 | 487.499 | Neu | +100,0% | |
| High Note Wealth, LLC | 18.185 | 2.735 | 15.450 | 423.401 | Aufgestockt | +564,9% | |
| Snowden Capital Advisors LLC | 18.116 | 9.509 | 8.607 | 421.795 | Aufgestockt | +90,5% | |
| Private Advisor Group, LLC | 17.598 | 0 | 17.598 | 409.730 | Neu | +100,0% | |
| Aspen Wealth Management LLC | 17.353 | 17.353 | 0 | 404.030 | Unverändert | 0,0% | |
| Mutual Advisors, LLC | 17.193 | 19.047 | -1.854 | 400.305 | Reduziert | -9,7% | |
| STIFEL FINANCIAL CORP | 17.097 | 0 | 17.097 | 398.070 | Neu | +100,0% | |
| BridgePort Financial Solutions, LLC | 16.441 | 0 | 16.441 | 388.501 | Neu | +100,0% | |
| CAPTRUST FINANCIAL ADVISORS | 16.539 | 16.229 | 310 | 385.078 | Aufgestockt | +1,9% | |
| Hobbs Group Advisors, LLC | 16.202 | 0 | 16.202 | 382.853 | Neu | +100,0% | |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 15.702 | 15.637 | 65 | 369.145 | Aufgestockt | +0,4% | |
| IFP Advisors, Inc | 15.667 | 20.519 | -4.852 | 364.775 | Reduziert | -23,6% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 1.467.776 | 1.351.581 | +8,6% | 34.174.219 | 13,49 |
| MORGAN STANLEY | 1.402.120 | 1.306.212 | +7,3% | 32.645.583 | 12,88 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.092.828 | 1.070.938 | +2,0% | 25.444.319 | 10,04 |
| NewEdge Advisors, LLC | 855.270 | 883.775 | -3,2% | 19.913.246 | 7,86 |
| Baltimore-Washington Financial Advisors, Inc. | 652.314 | 502.656 | +29,8% | 15.187.823 | 5,99 |
| COMMONWEALTH EQUITY SERVICES, LLC | 534.862 | 577.204 | -7,3% | 12.453.183 | 4,91 |
| THREADGILL FINANCIAL, LLC | 486.139 | 9.030 | +5283,6% | 11.318.778 | 4,47 |
| Scissortail Wealth Management, LLC | 485.371 | 59.589 | +714,5% | 11.300.897 | 4,46 |
| BANK OF AMERICA CORP /DE/ | 414.007 | 436.090 | -5,1% | 9.639.319 | 3,80 |
| LPL Financial LLC | 369.594 | 273.126 | +35,3% | 8.605.245 | 3,40 |
| Commonwealth Financial Services, LLC | 351.976 | 328.813 | +7,0% | 8.195.059 | 3,23 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 251.958 | 245.559 | +2,6% | 5.866.336 | 2,31 |
| Delta Wealth Advisors LLC | 218.408 | 158.152 | +38,1% | 5.085.196 | 2,01 |
| Stratos Wealth Partners, LTD. | 210.396 | 189.233 | +11,2% | 4.898.654 | 1,93 |
| Bradley & Co. Private Wealth Management, LLC | 144.942 | 144.942 | 0,0% | 3.374.685 | 1,33 |
| RAYMOND JAMES FINANCIAL INC | 144.293 | 91.800 | +57,2% | 3.359.581 | 1,33 |
| WELLS FARGO & COMPANY/MN | 126.548 | 90.674 | +39,6% | 2.946.417 | 1,16 |
| Keeler Thomas Management LLC | 118.244 | 399.476 | -70,4% | 2.753.073 | 1,09 |
| Straight Path Wealth Management | 116.548 | 109.998 | +6,0% | 2.713.589 | 1,07 |
| MERCER GLOBAL ADVISORS INC /ADV | 108.461 | 26.698 | +306,3% | 2.525.297 | 1,00 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 88 | 11,0 | 254 |
| 31.12.2025 | ✓ | 74 | 10,7 | 251 |
| 30.09.2025 | ✓ | 65 | 8,9 | 203 |
| 30.06.2025 | ✓ | 58 | 3,9 | 83 |
| 31.03.2025 | ✓ | 53 | 3,6 | 72 |
| 31.12.2024 | ✓ | 45 | 2,4 | 44 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Delta Wealth Advisors LLC | 158.152 | 3.737.132 |
| THREADGILL FINANCIAL, LLC | 9.030 | 704.528 |
| ENVESTNET ASSET MANAGEMENT INC | 28.939 | 683.829 |
| Hobbs Group Advisors, LLC | 16.202 | 382.853 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 15.637 | 369.033 |
| Penobscot Investment Management Company, Inc. | 13.450 | 317.824 |
| Spire Wealth Management | 12.548 | 296.506 |
| Ameraudi Asset Management, Inc. | 9.609 | 227.061 |
| Ellis Investment Partners, LLC | 9.400 | 222.126 |
| McIlrath & Eck, LLC | 8.599 | 203.194 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 1.351.581 | 407.675 | +43.2 % | 31.937.860 |
| Baltimore-Washington Financial Advisors, Inc. | 502.656 | 283.979 | +129.9 % | 11.877.757 |
| COMMONWEALTH EQUITY SERVICES, LLC | 577.204 | 270.103 | +88.0 % | 13.639.340 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.070.938 | 248.265 | +30.2 % | 25.306.257 |
| NewEdge Advisors, LLC | 883.775 | 135.322 | +18.1 % | 20.883.595 |
| BANK OF AMERICA CORP /DE/ | 436.090 | 104.755 | +31.6 % | 10.304.795 |
| MORGAN STANLEY | 1.306.212 | 60.056 | +4.8 % | 30.865.796 |
| LPL Financial LLC | 273.126 | 59.845 | +28.1 % | 6.453.974 |
| UBS Group AG | 79.951 | 58.915 | +280.1 % | 1.889.242 |
| Ironwood Financial, llc | 88.628 | 32.928 | +59.1 % | 2.103.142 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| IFP Advisors, Inc | 20.519 | -20.690 | -50.2 % | 484.864 |
| Cambridge Investment Research Advisors, Inc. | 47.529 | -10.392 | -17.9 % | 1.123 |
| WRAPMANAGER INC | 34.998 | -7.521 | -17.7 % | 827.003 |
| Cyr Financial Inc. | 36.883 | -1.824 | -4.7 % | 871.545 |
| HARBOUR INVESTMENTS, INC. | 67 | -474 | -87.6 % | 1.583 |
| Bradley & Co. Private Wealth Management, LLC | 144.942 | -432 | -0.3 % | 3.424.979 |
| CWM, LLC | 902 | -334 | -27.0 % | 21 |
| Austin Private Wealth, LLC | 10.326 | -182 | -1.7 % | 244.008 |
| BridgePort Financial Solutions, LLC | 16.441 | -129 | -0.8 % | 388.501 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 08.02.2024 | WrapManager, Inc. | Passiv (13G/A) | 5,47 % | 21.860 | Neu | |
| 10.04.2023 | . BlackRock, Inc. | Passiv (13G/A) | Ausstieg | 0 | -35,00 pp | |
| 08.03.2023 | . BlackRock, Inc. | Passiv (13G/A) | 35,00 % | 175.000 | -25,00 pp | |
| 08.04.2022 | . BlackRock, Inc. | Passiv (13G) | 60,00 % | 300.000 | Neu |
Stammdaten
Unternehmen & Branche
| Name | WRAPMANAGER INC |
|---|---|
| Ticker | |
| CIK | 0001266014 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »