Stammdaten
Unternehmen & Branche
| Name | Almanack Investment Partners, LLC. |
|---|---|
| Ticker | |
| CIK | 0001680613 |
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 |
|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | 3.064.793 | 3.016.178 | 48.615 | 103.103.931 | Aufgestockt | +1,6% | |
| Vestwell Advisors, LLC | 3.035.396 | 0 | 3.035.396 | 41.524.213 | Neu | +100,0% | |
| Ethos Financial Group, LLC | 1.066.540 | 1.012.018 | 54.522 | 10.999.073 | Aufgestockt | +5,4% | |
| LIBERTY WEALTH MANAGEMENT LLC | 440.460 | 0 | 440.460 | 4.734.944 | Neu | +100,0% | |
| BECK MACK & OLIVER LLC | 8.106 | 0 | 8.106 | 635.601 | Neu | +100,0% | |
| Financial Gravity Asset Management, Inc. | 56.564 | 1.113 | 55.451 | 383.428 | Aufgestockt | +4982,1% | |
| Williams Jones Wealth Management, LLC. | 4.581 | 0 | 4.581 | 214.759 | Neu | +100,0% | |
| CARRET ASSET MANAGEMENT, LLC | 11.306 | 11.806 | -500 | 208.592 | Reduziert | -4,2% | |
| Oakworth Capital, Inc. | 14.687 | 14.500 | 187 | 157.924 | Aufgestockt | +1,3% | |
| Luminist Capital LLC | 1.237 | 0 | 1.237 | 96.957 | Neu | +100,0% | |
| Transce3nd, LLC | 1.511 | 1.509 | 2 | 63.482 | Aufgestockt | +0,1% | |
| Kohmann Bosshard Financial Services, LLC | 8.543 | 0 | 8.543 | 55.445 | Neu | +100,0% | |
| Game Plan Financial Advisors, LLC | 1.999 | 0 | 1.999 | 22.808 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 69.193 | 81.987 | -12.794 | 1.371 | Reduziert | -15,6% | |
| Motiv8 Investments LLC | 3.361 | 0 | 3.361 | 122 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | 3.064.793 | 3.016.178 | +1,6% | 103.103.931 | 85,63 | 14 Q |
| Ethos Financial Group, LLC | 1.066.540 | 1.012.018 | +5,4% | 10.999.073 | 9,13 | 11 Q |
| LIBERTY WEALTH MANAGEMENT LLC | 440.460 | 0 | +100,0% | 4.734.944 | 3,93 | 2 Q |
| BECK MACK & OLIVER LLC | 8.106 | 0 | +100,0% | 635.601 | 0,53 | 1 Q |
| Financial Gravity Asset Management, Inc. | 56.564 | 1.113 | +4982,1% | 383.428 | 0,32 | 9 Q |
| CARRET ASSET MANAGEMENT, LLC | 11.306 | 11.806 | -4,2% | 208.592 | 0,17 | 17 Q |
| Oakworth Capital, Inc. | 14.687 | 14.500 | +1,3% | 157.924 | 0,13 | 3 Q |
| Luminist Capital LLC | 1.237 | 0 | +100,0% | 96.957 | 0,08 | 3 Q |
| Transce3nd, LLC | 1.511 | 1.509 | +0,1% | 63.482 | 0,05 | 6 Q |
| Game Plan Financial Advisors, LLC | 1.999 | 0 | +100,0% | 22.808 | 0,02 | 3 Q |
| Coston, McIsaac & Partners | 69.193 | 81.987 | -15,6% | 1.371 | 0,00 | 15 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 12 | 4,7 | 120 |
| 31.12.2025 | ✓ | 11 | 7,2 | 161 |
| 30.09.2025 | ✓ | 10 | 4,0 | 120 |
| 30.06.2025 | ✓ | 9 | 4,0 | 108 |
| 31.03.2025 | ✓ | 12 | 4,0 | 95 |
| 31.12.2024 | ✓ | 13 | 4,0 | 103 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Vestwell Advisors, LLC | 3.035.396 | 41.524.213 |
| Kohmann Bosshard Financial Services, LLC | 8.543 | 55.445 |
| Motiv8 Investments LLC | 3.361 | 122 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| FULTON BANK, N.A. | 3.016.178 | 154.573 | +5.4 % | 107.822.707 |
| CARRET ASSET MANAGEMENT, LLC | 11.806 | 748 | +6.8 % | 207.782 |
| Oakworth Capital, Inc. | 14.500 | 217 | +1.5 % | 158.271 |
| Transce3nd, LLC | 1.509 | 71 | +4.9 % | 69.125 |
| Financial Gravity Asset Management, Inc. | 1.113 | 39 | +3.6 % | 26.906 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Ethos Financial Group, LLC | 1.012.018 | -21.136 | -2.0 % | 10.684.204 |
| Coston, McIsaac & Partners | 81.987 | -8.926 | -9.8 % | 1.634 |