Stammdaten
Unternehmen & Branche
| Name | Jackson Wealth Management, LLC |
|---|---|
| Ticker | |
| CIK | 0001536799 |
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 |
|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 131.346.485 | 131.075.307 | 271.178 | 185.189.000 | Aufgestockt | +0,2% | |
| Westside Investment Management, Inc. | 5.450.221 | 7.990.221 | -2.540.000 | 5.484.791 | Reduziert | -31,8% | |
| Kohmann Bosshard Financial Services, LLC | 1.793.916 | 0 | 1.793.916 | 1.793.916 | Neu | +100,0% | |
| Coastwise Capital Group, LLC | 790.000 | 0 | 790.000 | 785.177 | Neu | +100,0% | |
| Williams Jones Wealth Management, LLC. | 3.778 | 3.778 | 0 | 360.188 | Unverändert | 0,0% | |
| Game Plan Financial Advisors, LLC | 169.757 | 50.000 | 119.757 | 169.757 | Aufgestockt | +239,5% | |
| Arvest Bank Trust Division | 60.417 | 60.417 | 0 | 152.856 | Unverändert | 0,0% | |
| McMillan Office, Inc. | 282 | 282 | 0 | 44.074 | Unverändert | 0,0% | |
| Motiv8 Investments LLC | 130.247 | 0 | 130.247 | 323 | Neu | +100,0% | |
| Main Management LLC | 35.222 | 0 | 35.222 | 35 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 191 | 191 | 0 | 29 | Unverändert | 0,0% | |
| VSM Wealth Advisory, LLC | 250.000 | 0 | 250.000 | 0 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 131.346.485 | 131.075.307 | +0,2% | 185.189.000 | 96,75 | 0 % | 13 Q |
| Westside Investment Management, Inc. | 5.450.221 | 7.990.221 | -31,8% | 5.484.791 | 2,87 | 0 % | 4 Q |
| Williams Jones Wealth Management, LLC. | 3.778 | 3.778 | 0,0% | 360.188 | 0,19 | 0 % | 5 Q |
| Game Plan Financial Advisors, LLC | 169.757 | 50.000 | +239,5% | 169.757 | 0,09 | 100 % | 9 Q |
| Arvest Bank Trust Division | 60.417 | 60.417 | 0,0% | 152.856 | 0,08 | 0 % | 4 Q |
| McMillan Office, Inc. | 282 | 282 | 0,0% | 44.074 | 0,02 | 100 % | 2 Q |
| Coston, McIsaac & Partners | 191 | 191 | 0,0% | 29 | 0,00 | 0 % | 15 Q |
| VSM Wealth Advisory, LLC | 250.000 | 0 | +100,0% | 0 | 0,00 | 100 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 9 | 138,8 | 193 |
| 31.12.2025 | ✓ | 11 | 141,9 | 200 |
| 30.09.2025 | ✓ | 10 | 133,4 | 192 |
| 30.06.2025 | ✓ | 7 | 554,6 | 607 |
| 31.03.2025 | ✓ | 9 | 117,4 | 167 |
| 31.12.2024 | ✓ | 10 | 188,0 | 241 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Coastwise Capital Group, LLC | 790.000 | 785.177 |
| Arvest Bank Trust Division | 60.417 | 150.439 |
| McMillan Office, Inc. | 282 | 49.173 |
| Motiv8 Investments LLC | 130.247 | 323 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Jackson Wealth Management, LLC | 131.075.307 | 8.595.632 | +7.0 % | 188.443.000 |
| Kohmann Bosshard Financial Services, LLC | 1.793.916 | 972.161 | +118.3 % | 1.793.916 |
| Westside Investment Management, Inc. | 7.990.221 | 383 | 0.0 % | 8.024.565 |
| Williams Jones Wealth Management, LLC. | 3.778 | 195 | +5.4 % | 356.033 |
| Coston, McIsaac & Partners | 191 | 25 | +15.1 % | 33 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Game Plan Financial Advisors, LLC | 50.000 | -1.240.000 | -96.1 % | 49.695 |
| Main Management LLC | 35.222 | -73.011 | -67.5 % | 35 |