Stammdaten
Unternehmen & Branche
| Name | Networth Advisors, LLC |
|---|---|
| Ticker | |
| CIK | 0002099019 |
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 |
|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | 205.955 | 0 | 205.955 | 4.966.390 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 35.055 | 0 | 35.055 | 845.313 | Neu | +100,0% | |
| B.O.S.S. Retirement Advisors, LLC | 18.530 | 0 | 18.530 | 446.831 | Neu | +100,0% | |
| HOWARD BAILEY SECURITIES, LLC | 17.605 | 0 | 17.605 | 424.525 | Neu | +100,0% | |
| Great Lakes Retirement, Inc. | 9.593 | 0 | 9.593 | 231.325 | Neu | +100,0% | |
| Elevated Capital Advisors, LLC | 6.171 | 0 | 6.171 | 148.807 | Neu | +100,0% | |
| Kingdom Financial Group LLC. | 3.325 | 0 | 3.325 | 80.179 | Neu | +100,0% | |
| Lloyd Advisory Services, LLC. | 3.325 | 0 | 3.325 | 80.179 | Neu | +100,0% | |
| Networth Advisors, LLC | 898 | 0 | 898 | 21.654 | Neu | +100,0% | |
| Quest 10 Wealth Builders, Inc. | 824 | 0 | 824 | 19.870 | Neu | +100,0% | |
| UBS Group AG | 170 | 0 | 170 | 4.099 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | 205.955 | 0 | +100,0% | 4.966.390 | 68,32 | 0 % | 1 Q |
| CITADEL ADVISORS LLC | 35.055 | 0 | +100,0% | 845.313 | 11,63 | 100 % | 1 Q |
| B.O.S.S. Retirement Advisors, LLC | 18.530 | 0 | +100,0% | 446.831 | 6,15 | 0 % | 1 Q |
| HOWARD BAILEY SECURITIES, LLC | 17.605 | 0 | +100,0% | 424.525 | 5,84 | 0 % | 1 Q |
| Great Lakes Retirement, Inc. | 9.593 | 0 | +100,0% | 231.325 | 3,18 | 0 % | 1 Q |
| Elevated Capital Advisors, LLC | 6.171 | 0 | +100,0% | 148.807 | 2,05 | 0 % | 1 Q |
| Lloyd Advisory Services, LLC. | 3.325 | 0 | +100,0% | 80.179 | 1,10 | 0 % | 1 Q |
| Kingdom Financial Group LLC. | 3.325 | 0 | +100,0% | 80.179 | 1,10 | 0 % | 1 Q |
| Networth Advisors, LLC | 898 | 0 | +100,0% | 21.654 | 0,30 | 0 % | 1 Q |
| Quest 10 Wealth Builders, Inc. | 824 | 0 | +100,0% | 19.870 | 0,27 | 0 % | 1 Q |
| UBS Group AG | 170 | 0 | +100,0% | 4.099 | 0,06 | 100 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 11 | 0,3 | 7 |