Stammdaten
Unternehmen & Branche
| Name | OSAIC HOLDINGS, INC. |
|---|---|
| Ticker | |
| CIK | 0001677044 |
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 |
|---|---|---|---|---|---|---|---|
| Bare Financial Services, Inc | 449.523 | 416.918 | 32.605 | 10.963.876 | Aufgestockt | +7,8% | |
| OneAscent Financial Services LLC | 106.469 | 74.110 | 32.359 | 2.731.034 | Aufgestockt | +43,7% | |
| OneAscent Wealth Management LLC | 52.830 | 45.701 | 7.129 | 1.344.418 | Aufgestockt | +15,6% | |
| TrustWell Financial Advisors, LLC | 35.410 | 35.063 | 347 | 900.232 | Aufgestockt | +1,0% | |
| Range Financial Group LLC | 15.247 | 9.725 | 5.522 | 371.874 | Aufgestockt | +56,8% | |
| CITIGROUP INC | 25.000 | 0 | 25.000 | 334.435 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 25.000 | 0 | 25.000 | 334.425 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 9.780 | 5.894 | 3.886 | 223.804 | Aufgestockt | +65,9% | |
| Pacer Advisors, Inc. | 155.000 | 0 | 155.000 | 161.138 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 10.097 | 0 | 10.097 | 135.072 | Neu | +100,0% | |
| UBS Group AG | 210 | 0 | 210 | 5.563 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Bare Financial Services, Inc | 449.523 | 416.918 | +7,8% | 10.963.876 | 63,21 | 3 Q |
| OneAscent Financial Services LLC | 106.469 | 74.110 | +43,7% | 2.731.034 | 15,75 | 2 Q |
| OneAscent Wealth Management LLC | 52.830 | 45.701 | +15,6% | 1.344.418 | 7,75 | 3 Q |
| TrustWell Financial Advisors, LLC | 35.410 | 35.063 | +1,0% | 900.232 | 5,19 | 2 Q |
| Range Financial Group LLC | 15.247 | 9.725 | +56,8% | 371.874 | 2,14 | 2 Q |
| CITIGROUP INC | 25.000 | 0 | +100,0% | 334.435 | 1,93 | 1 Q |
| BANK OF AMERICA CORP /DE/ | 25.000 | 0 | +100,0% | 334.425 | 1,93 | 1 Q |
| OSAIC HOLDINGS, INC. | 9.780 | 5.894 | +65,9% | 223.804 | 1,29 | 8 Q |
| GOLDMAN SACHS GROUP INC | 10.097 | 0 | +100,0% | 135.072 | 0,78 | 3 Q |
| UBS Group AG | 210 | 0 | +100,0% | 5.563 | 0,03 | 5 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 11 | 0,9 | 18 |
| 31.12.2025 | ✓ | 7 | 0,9 | 16 |
| 30.09.2025 | ✓ | 3 | 0,4 | 11 |
| 30.09.2023 | vorl. | 3 | 1,0 | 23 |
| 30.06.2023 | vorl. | 3 | 1,0 | 24 |
| 31.03.2023 | vorl. | 2 | 1,0 | 24 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| OneAscent Financial Services LLC | 74.110 | 1.984.748 |
| TrustWell Financial Advisors, LLC | 35.063 | 939.802 |
| Range Financial Group LLC | 9.725 | 262.567 |
| OSAIC HOLDINGS, INC. | 5.894 | 158.024 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Pacer Advisors, Inc. | 155.000 | 96.000 | +162.7 % | 161.138 |
| Bare Financial Services, Inc | 416.918 | 64.372 | +18.3 % | 11.256.464 |
| OneAscent Wealth Management LLC | 45.701 | 8.830 | +23.9 % | 1.224.930 |