Stammdaten
Unternehmen & Branche
| Name | RiverFront Investment Group, LLC |
|---|---|
| Ticker | |
| CIK | 0001469751 |
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 |
|---|---|---|---|---|---|---|---|
| Sequent Asset Management, LLC | 143.869 | 0 | 143.869 | 5.178.000 | Neu | +100,0% | |
| RiverFront Investment Group, LLC | 475.389 | 455.479 | 19.910 | 2.136.633 | Aufgestockt | +4,4% | |
| Arvest Bank Trust Division | 13.099 | 10.172 | 2.927 | 1.207.773 | Aufgestockt | +28,8% | |
| FULTON BANK, N.A. | 77.018 | 77.018 | 0 | 1.156.621 | Unverändert | 0,0% | |
| Sippican Capital Advisors | 12.015 | 13.715 | -1.700 | 1.154.792 | Reduziert | -12,4% | |
| Kohmann Bosshard Financial Services, LLC | 17.811 | 0 | 17.811 | 741.765 | Neu | +100,0% | |
| Fifth Third Wealth Advisors LLC | 7.162 | 0 | 7.162 | 436.715 | Neu | +100,0% | |
| Grey Fox Wealth Advisors, LLC | 19.805 | 18.178 | 1.627 | 271.704 | Aufgestockt | +9,0% | |
| Ethos Financial Group, LLC | 5.079 | 5.079 | 0 | 210.539 | Unverändert | 0,0% | |
| Westside Investment Management, Inc. | 14.193 | 14.193 | 0 | 146.477 | Unverändert | 0,0% | |
| McMillan Office, Inc. | 10.260 | 10.260 | 0 | 94.696 | Unverändert | 0,0% | |
| Transce3nd, LLC | 1.187 | 1.175 | 12 | 11.421 | Aufgestockt | +1,0% | |
| Financial Gravity Asset Management, Inc. | 1 | 1 | 0 | 30 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 475.389 | 455.479 | +4,4% | 2.136.633 | 33,43 | 16 Q |
| Arvest Bank Trust Division | 13.099 | 10.172 | +28,8% | 1.207.773 | 18,90 | 6 Q |
| FULTON BANK, N.A. | 77.018 | 77.018 | 0,0% | 1.156.621 | 18,10 | 6 Q |
| Sippican Capital Advisors | 12.015 | 13.715 | -12,4% | 1.154.792 | 18,07 | 4 Q |
| Grey Fox Wealth Advisors, LLC | 19.805 | 18.178 | +9,0% | 271.704 | 4,25 | 8 Q |
| Ethos Financial Group, LLC | 5.079 | 5.079 | 0,0% | 210.539 | 3,29 | 6 Q |
| Westside Investment Management, Inc. | 14.193 | 14.193 | 0,0% | 146.477 | 2,29 | 15 Q |
| McMillan Office, Inc. | 10.260 | 10.260 | 0,0% | 94.696 | 1,48 | 2 Q |
| Transce3nd, LLC | 1.187 | 1.175 | +1,0% | 11.421 | 0,18 | 6 Q |
| Financial Gravity Asset Management, Inc. | 1 | 1 | 0,0% | 30 | 0,00 | 7 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 11 | 0,6 | 7 |
| 31.12.2025 | ✓ | 13 | 0,8 | 13 |
| 30.09.2025 | ✓ | 12 | 0,6 | 11 |
| 30.06.2025 | ✓ | 10 | 1,1 | 6 |
| 31.03.2025 | ✓ | 13 | 1,4 | 13 |
| 31.12.2024 | ✓ | 11 | 0,9 | 11 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 17.811 | 741.765 |
| Fifth Third Wealth Advisors LLC | 7.162 | 436.715 |
| McMillan Office, Inc. | 10.260 | 96.645 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| FULTON BANK, N.A. | 77.018 | 73.845 | +2327.3 % | 1.206.243 |
| RiverFront Investment Group, LLC | 455.479 | 22.775 | +5.3 % | 1.920.376 |
| Sequent Asset Management, LLC | 143.869 | 10.018 | +7.5 % | 5.178.000 |
| Sippican Capital Advisors | 13.715 | 1.285 | +10.3 % | 1.484.596 |
| Ethos Financial Group, LLC | 5.079 | 330 | +6.9 % | 223.390 |
| Arvest Bank Trust Division | 10.172 | 21 | +0.2 % | 921.291 |
| Transce3nd, LLC | 1.175 | 11 | +0.9 % | 11.476 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | 18.178 | -3.571 | -16.4 % | 256.886 |