Stammdaten
Unternehmen & Branche
| Name | TOWER BRIDGE ADVISORS |
|---|---|
| Ticker | |
| CIK | 0001278249 |
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 |
|---|---|---|---|---|---|---|---|
| Atlas Wealth LLC | 636.991 | 593.130 | 43.861 | 12.274.817 | Aufgestockt | +7,4% | |
| TOWER BRIDGE ADVISORS | 221.546 | 0 | 221.546 | 2.613.353 | Neu | +100,0% | |
| Sequent Asset Management, LLC | 4.586 | 0 | 4.586 | 203.000 | Neu | +100,0% | |
| Financially Speaking Inc | 1.824 | 0 | 1.824 | 80.872 | Neu | +100,0% | |
| RICHARDSON FINANCIAL SERVICES INC. | 832 | 824 | 8 | 9.410 | Aufgestockt | +1,0% | |
| Transce3nd, LLC | 810 | 801 | 9 | 9.154 | Aufgestockt | +1,1% | |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 96.918 | 96.418 | 500 | 1.868 | Aufgestockt | +0,5% | |
| ORG Partners LLC | 3.000 | 0 | 3.000 | 1.265 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 20.437 | 5.290 | 15.147 | 308 | Aufgestockt | +286,3% | |
| Financial Gravity Asset Management, Inc. | 13 | 13 | 0 | 63 | Unverändert | 0,0% | |
| Motiv8 Investments LLC | 292 | 0 | 292 | 1 | Neu | +100,0% | |
| HANTZ FINANCIAL SERVICES, INC. | 389 | 0 | 389 | 0 | Neu | +100,0% | |
| PLIMOTH TRUST CO LLC | 10.000 | 0 | 10.000 | 0 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Atlas Wealth LLC | 636.991 | 593.130 | +7,4% | 12.274.817 | 99,83 | 13 Q |
| RICHARDSON FINANCIAL SERVICES INC. | 832 | 824 | +1,0% | 9.410 | 0,08 | 9 Q |
| Transce3nd, LLC | 810 | 801 | +1,1% | 9.154 | 0,07 | 3 Q |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 96.918 | 96.418 | +0,5% | 1.868 | 0,02 | 9 Q |
| Coston, McIsaac & Partners | 20.437 | 5.290 | +286,3% | 308 | 0,00 | 15 Q |
| Financial Gravity Asset Management, Inc. | 13 | 13 | 0,0% | 63 | 0,00 | 8 Q |
| HANTZ FINANCIAL SERVICES, INC. | 389 | 0 | +100,0% | 0 | 0,00 | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 7 | 0,8 | 21 |
| 31.12.2025 | ✓ | 12 | 0,9 | 14 |
| 30.09.2025 | ✓ | 11 | 0,9 | 15 |
| 30.06.2025 | ✓ | 9 | 0,9 | 15 |
| 31.03.2025 | ✓ | 11 | 1,1 | 17 |
| 31.12.2024 | ✓ | 10 | 1,0 | 17 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| ORG Partners LLC | 3.000 | 1.265 |
| Motiv8 Investments LLC | 292 | 1 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Atlas Wealth LLC | 593.130 | 11.918 | +2.1 % | 10.949.180 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 96.418 | 6.400 | +7.1 % | 1.780 |
| Coston, McIsaac & Partners | 5.290 | 415 | +8.5 % | 234 |
| RICHARDSON FINANCIAL SERVICES INC. | 824 | 10 | +1.2 % | 15.738 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| TOWER BRIDGE ADVISORS | 221.546 | -12.595 | -5.4 % | 2.613.353 |
| Transce3nd, LLC | 801 | -2.946 | -78.6 % | 9.165 |