Stammdaten
Unternehmen & Branche
| Name | Sequoia Financial Advisors, LLC |
|---|---|
| Ticker | |
| CIK | 0001599900 |
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 |
|---|---|---|---|---|---|---|---|
| Symmetry Partners, LLC | 2.099.906 | 2.054.408 | 45.498 | 52.361.996 | Aufgestockt | +2,2% | |
| ENVESTNET ASSET MANAGEMENT INC | 97.750 | 0 | 97.750 | 2.437.435 | Neu | +100,0% | |
| Sequoia Financial Advisors, LLC | 53.477 | 53.477 | 0 | 1.333.471 | Unverändert | 0,0% | |
| Kestra Advisory Services, LLC | 28.309 | 27.586 | 723 | 705.899 | Aufgestockt | +2,6% | |
| Prime Capital Investment Advisors, LLC | 20.041 | 20.153 | -112 | 499.730 | Reduziert | -0,6% | |
| Ameritas Advisory Services, LLC | 9.676 | 0 | 9.676 | 249.711 | Neu | +100,0% | |
| HARBOUR INVESTMENTS, INC. | 1.007 | 0 | 1.007 | 25.110 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 267 | 99 | 168 | 6.657 | Aufgestockt | +169,7% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Symmetry Partners, LLC | 2.099.906 | 2.054.408 | +2,2% | 52.361.996 | 91,27 | 3 Q |
| ENVESTNET ASSET MANAGEMENT INC | 97.750 | 0 | +100,0% | 2.437.435 | 4,25 | 1 Q |
| Sequoia Financial Advisors, LLC | 53.477 | 53.477 | 0,0% | 1.333.471 | 2,32 | 3 Q |
| Kestra Advisory Services, LLC | 28.309 | 27.586 | +2,6% | 705.899 | 1,23 | 2 Q |
| Prime Capital Investment Advisors, LLC | 20.041 | 20.153 | -0,6% | 499.730 | 0,87 | 2 Q |
| HARBOUR INVESTMENTS, INC. | 1.007 | 0 | +100,0% | 25.110 | 0,04 | 1 Q |
| OSAIC HOLDINGS, INC. | 267 | 99 | +169,7% | 6.657 | 0,01 | 2 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 7 | 2,3 | 57 |
| 31.12.2025 | ✓ | 6 | 2,2 | 56 |
| 30.09.2025 | ✓ | 2 | 0,2 | 6 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Kestra Advisory Services, LLC | 27.586 | 711.920 |
| Prime Capital Investment Advisors, LLC | 20.153 | 520.095 |
| Ameritas Advisory Services, LLC | 9.676 | 249.711 |
| OSAIC HOLDINGS, INC. | 99 | 2.555 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Symmetry Partners, LLC | 2.054.408 | 1.849.497 | +902.6 % | 53.018.724 |
| Sequoia Financial Advisors, LLC | 53.477 | 45.433 | +564.8 % | 1.380.097 |