Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC
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ISINCIK0001683059
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Unternehmen & Branche

NameWealthcare Advisory Partners LLC
Ticker
CIK0001683059

Wertpapier & Kennzahlen

CUSIP
ISIN
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Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate)

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Belpointe Asset Management LLC54.853054.853773.702Neu+100,0%
STIFEL FINANCIAL CORP44.767044.767631.439Neu+100,0%
Wealthcare Advisory Partners LLC28.770028.770405.801Neu+100,0%
CWM, LLC23.202023.202327.264Neu+100,0%
NWF Advisory Services Inc.21.950021.950309.605Neu+100,0%
OneDigital Investment Advisors LLC16.400016.400231.322Neu+100,0%
OSAIC HOLDINGS, INC.12.100012.100170.731Neu+100,0%
INVESTMENT HOUSE LLC11.971011.971168.851Neu+100,0%
CAPTRUST FINANCIAL ADVISORS10.759010.759151.756Neu+100,0%
Glass Jacobson Investment Advisors llc7.16207.162101.021Neu+100,0%
HARBOR INVESTMENT ADVISORY, LLC2.48502.48535.051Neu+100,0%
Advisory Services Network, LLC871087112.285Neu+100,0%
Cambridge Investment Research Advisors, Inc.25.768025.768363Neu+100,0%

Top-Fondshalter (Stand: 31.03.2026)

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
Belpointe Asset Management LLC54.8530+100,0%773.70223,311 Q
STIFEL FINANCIAL CORP44.7670+100,0%631.43919,021 Q
Wealthcare Advisory Partners LLC28.7700+100,0%405.80112,231 Q
CWM, LLC23.2020+100,0%327.2649,861 Q
NWF Advisory Services Inc.21.9500+100,0%309.6059,331 Q
OneDigital Investment Advisors LLC16.4000+100,0%231.3226,971 Q
OSAIC HOLDINGS, INC.12.1000+100,0%170.7315,141 Q
INVESTMENT HOUSE LLC11.9710+100,0%168.8515,091 Q
CAPTRUST FINANCIAL ADVISORS10.7590+100,0%151.7564,571 Q
Glass Jacobson Investment Advisors llc7.1620+100,0%101.0213,041 Q
HARBOR INVESTMENT ADVISORY, LLC2.4850+100,0%35.0511,061 Q
Advisory Services Network, LLC8710+100,0%12.2850,371 Q
Cambridge Investment Research Advisors, Inc.25.7680+100,0%3630,011 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026130,33

Top 10 Neueinsteiger

Keine Neueinsteiger.

Top 10 Aufstocker

Keine Aufstocker.

Top 10 Verkäufer

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