Stammdaten
Unternehmen & Branche
| Name | Medallion Wealth Advisors, LLC |
|---|---|
| Ticker | |
| CIK | 0002131139 |
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 |
|---|---|---|---|---|---|---|---|
| Impax Asset Management Group plc | 2.755.857 | 0 | 2.755.857 | 70.675.331 | Neu | +100,0% | |
| WCG Wealth Advisors LLC | 130.251 | 0 | 130.251 | 3.340.346 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 92.299 | 0 | 92.299 | 2.367.054 | Neu | +100,0% | |
| PFG Investments, LLC | 49.715 | 0 | 49.715 | 1.274.966 | Neu | +100,0% | |
| Milestone Investment Advisors LLC | 28.370 | 0 | 28.370 | 727.563 | Neu | +100,0% | |
| Kestra Advisory Services, LLC | 20.306 | 0 | 20.306 | 520.758 | Neu | +100,0% | |
| LPL Financial LLC | 19.107 | 0 | 19.107 | 490.008 | Neu | +100,0% | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 18.992 | 0 | 18.992 | 487.059 | Neu | +100,0% | |
| Clearstead Advisors, LLC | 17.083 | 0 | 17.083 | 438.103 | Neu | +100,0% | |
| LPWM LLC | 12.609 | 0 | 12.609 | 323.364 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 10.510 | 0 | 10.510 | 269.534 | Neu | +100,0% | |
| HighTower Advisors, LLC | 10.371 | 0 | 10.371 | 265.969 | Neu | +100,0% | |
| ASSETMARK, INC | 5.139 | 0 | 5.139 | 131.792 | Neu | +100,0% | |
| Medallion Wealth Advisors, LLC | 4.829 | 0 | 4.829 | 123.841 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 2.836 | 0 | 2.836 | 72.743 | Neu | +100,0% | |
| CWM, LLC | 2.044 | 0 | 2.044 | 52.419 | Neu | +100,0% | |
| UBS Group AG | 122 | 0 | 122 | 3.129 | Neu | +100,0% | |
| Greenwich Wealth Management LLC | 26.180 | 0 | 26.180 | 671 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Impax Asset Management Group plc | 2.755.857 | 0 | +100,0% | 70.675.331 | 86,65 | 0 % | 1 Q |
| WCG Wealth Advisors LLC | 130.251 | 0 | +100,0% | 3.340.346 | 4,10 | 0 % | 1 Q |
| JANE STREET GROUP, LLC | 92.299 | 0 | +100,0% | 2.367.054 | 2,90 | 100 % | 1 Q |
| PFG Investments, LLC | 49.715 | 0 | +100,0% | 1.274.966 | 1,56 | 0 % | 1 Q |
| Milestone Investment Advisors LLC | 28.370 | 0 | +100,0% | 727.563 | 0,89 | 0 % | 1 Q |
| Kestra Advisory Services, LLC | 20.306 | 0 | +100,0% | 520.758 | 0,64 | – | 1 Q |
| LPL Financial LLC | 19.107 | 0 | +100,0% | 490.008 | 0,60 | 0 % | 1 Q |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 18.992 | 0 | +100,0% | 487.059 | 0,60 | – | 1 Q |
| Clearstead Advisors, LLC | 17.083 | 0 | +100,0% | 438.103 | 0,54 | 0 % | 1 Q |
| LPWM LLC | 12.609 | 0 | +100,0% | 323.364 | 0,40 | 0 % | 1 Q |
| CITADEL ADVISORS LLC | 10.510 | 0 | +100,0% | 269.534 | 0,33 | 100 % | 1 Q |
| HighTower Advisors, LLC | 10.371 | 0 | +100,0% | 265.969 | 0,33 | 100 % | 1 Q |
| ASSETMARK, INC | 5.139 | 0 | +100,0% | 131.792 | 0,16 | 100 % | 1 Q |
| Medallion Wealth Advisors, LLC | 4.829 | 0 | +100,0% | 123.841 | 0,15 | 0 % | 1 Q |
| OSAIC HOLDINGS, INC. | 2.836 | 0 | +100,0% | 72.743 | 0,09 | 0 % | 1 Q |
| CWM, LLC | 2.044 | 0 | +100,0% | 52.419 | 0,06 | 0 % | 1 Q |
| UBS Group AG | 122 | 0 | +100,0% | 3.129 | 0,00 | 0 % | 1 Q |
| Greenwich Wealth Management LLC | 26.180 | 0 | +100,0% | 671 | 0,00 | 100 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 18 | 3,2 | 82 |