Elmwood Wealth Management, Inc.

Elmwood Wealth Management, Inc.
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TickerBörse
ISINCIK0001731927
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Unternehmen & Branche

NameElmwood Wealth Management, Inc.
Ticker
CIK0001731927

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP232.3130232.3135.546.643Neu+100,0%
Elmwood Wealth Management, Inc.223.7560223.7565.183.934Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC185.2510185.2513.977.320Neu+100,0%
DAYMARK WEALTH PARTNERS, LLC145.3160145.3163.560.818Neu+100,0%
WINNOW WEALTH LLC120.0910120.0912.938.811Neu+100,0%
JANE STREET GROUP, LLC129.7740129.7742.821.386Neu+100,0%
Southland Equity Partners LLC76.490076.4901.427.808Neu+100,0%
Visionary Wealth Advisors44.418044.4181.084.465Neu+100,0%
CORRADO ADVISORS, LLC57.214057.2141.067.991Neu+100,0%
INDEPENDENT FINANCIAL GROUP, LLC57.020057.0201.064.363Neu+100,0%
Arlington Capital Management, Inc.22.625022.625555.218Neu+100,0%
OLD MISSION CAPITAL LLC22.254022.254546.113Neu+100,0%
Brookstone Capital Management24.544024.544458.153Neu+100,0%
Pitti Group Wealth Management, LLC14.600014.600272.532Neu+100,0%
SAGESPRING WEALTH PARTNERS, LLC12.913012.913241.050Neu+100,0%
Atlantic Private Wealth, LLC7.17007.170133.840Neu+100,0%
GILPIN WEALTH MANAGEMENT, LLC4.61004.610113.130Neu+100,0%
BARCLAYS PLC3.46703.46785.080Neu+100,0%
UBS Group AG3.16303.16375.645Neu+100,0%
Physician Wealth Advisors, Inc.3.31503.31561.880Neu+100,0%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV3.20003.20059.733Neu+100,0%
IFP Advisors, Inc660066016.155Neu+100,0%
Benson Wealth Management INC12301232.985Neu+100,0%
CENTAURUS FINANCIAL, INC.7.76307.763145Neu+100,0%
Capital Analysts, LLC49204929Neu+100,0%

Top-Fondshalter (Stand: 31.03.2026)

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
SUSQUEHANNA INTERNATIONAL GROUP, LLP232.3130+100,0%5.546.64317,72100 %1 Q
Elmwood Wealth Management, Inc.223.75635.495+530,4%5.183.93416,56100 %4 Q
COMMONWEALTH EQUITY SERVICES, LLC185.2510+100,0%3.977.32012,711 Q
DAYMARK WEALTH PARTNERS, LLC145.3160+100,0%3.560.81811,38100 %1 Q
WINNOW WEALTH LLC120.0910+100,0%2.938.8119,390 %1 Q
JANE STREET GROUP, LLC129.7740+100,0%2.821.3869,02100 %1 Q
Southland Equity Partners LLC76.4900+100,0%1.427.8084,56100 %1 Q
Visionary Wealth Advisors44.4180+100,0%1.084.4653,470 %1 Q
CORRADO ADVISORS, LLC57.2140+100,0%1.067.9913,410 %1 Q
INDEPENDENT FINANCIAL GROUP, LLC57.0200+100,0%1.064.3633,400 %1 Q
Arlington Capital Management, Inc.22.6250+100,0%555.2181,770 %1 Q
OLD MISSION CAPITAL LLC22.2540+100,0%546.1131,75100 %1 Q
Brookstone Capital Management24.5440+100,0%458.1531,460 %1 Q
Pitti Group Wealth Management, LLC14.6000+100,0%272.5320,870 %1 Q
SAGESPRING WEALTH PARTNERS, LLC12.9130+100,0%241.0500,770 %1 Q
Atlantic Private Wealth, LLC7.1700+100,0%133.8400,430 %1 Q
GILPIN WEALTH MANAGEMENT, LLC4.6100+100,0%113.1300,3675 %1 Q
BARCLAYS PLC3.4670+100,0%85.0800,27100 %1 Q
UBS Group AG3.1630+100,0%75.6450,24100 %1 Q
Physician Wealth Advisors, Inc.3.3150+100,0%61.8800,200 %1 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026251,532
30.09.2022vorl.10,00
30.06.2022vorl.10,00
31.03.2022vorl.10,00
31.12.2021vorl.10,00
30.09.2021vorl.20,14

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