Stammdaten
Unternehmen & Branche
| Name | Worth Financial Advisory Group, LLC |
|---|---|
| Ticker | |
| CIK | 0001964358 |
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 |
|---|---|---|---|---|---|---|---|
| Natixis Investment Managers, LLC | 953.924 | 388.952 | 564.972 | 25.272.785 | Aufgestockt | +145,3% | |
| CITADEL ADVISORS LLC | 109.114 | 160.443 | -51.329 | 2.646.124 | Reduziert | -32,0% | |
| Worth Financial Advisory Group, LLC | 13.000 | 0 | 13.000 | 334.750 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 13.120 | 0 | 13.120 | 318.173 | Neu | +100,0% | |
| Capital Investment Advisory Services, LLC | 1.135 | 0 | 1.135 | 27.525 | Neu | +100,0% | |
| HARBOR INVESTMENT ADVISORY, LLC | 1.000 | 0 | 1.000 | 24.251 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Natixis Investment Managers, LLC | 953.924 | 388.952 | +145,3% | 25.272.785 | 89,34 | 100 % | 2 Q |
| CITADEL ADVISORS LLC | 109.114 | 160.443 | -32,0% | 2.646.124 | 9,35 | 100 % | 2 Q |
| JANE STREET GROUP, LLC | 13.120 | 0 | +100,0% | 318.173 | 1,12 | 100 % | 1 Q |
| Capital Investment Advisory Services, LLC | 1.135 | 0 | +100,0% | 27.525 | 0,10 | 0 % | 1 Q |
| HARBOR INVESTMENT ADVISORY, LLC | 1.000 | 0 | +100,0% | 24.251 | 0,09 | 100 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 5 | 1,1 | 28 |
| 31.12.2025 | ✓ | 3 | 0,6 | 14 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Natixis Investment Managers, LLC | 388.952 | 10.015.514 |
| CITADEL ADVISORS LLC | 160.443 | 4.131.407 |
| Worth Financial Advisory Group, LLC | 13.000 | 334.750 |