Stammdaten
Unternehmen & Branche
| Name | NEW YORK LIFE INSURANCE CO |
|---|---|
| Ticker | |
| CIK | 0000071633 |
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 |
|---|---|---|---|---|---|---|---|
| NEW YORK LIFE INSURANCE CO | 1.977.705 | 1.977.705 | 0 | 49.954.851 | Unverändert | 0,0% | |
| M Wealth Management, LLC | 40.850 | 44.100 | -3.250 | 1.031.835 | Reduziert | -7,4% | |
| ROYAL BANK OF CANADA | 39.661 | 19.084 | 20.577 | 1.002.000 | Aufgestockt | +107,8% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.538 | 14.478 | 3.060 | 443.867 | Aufgestockt | +21,1% | |
| Cetera Investment Advisers | 16.467 | 0 | 16.467 | 415.942 | Neu | +100,0% | |
| Octavia Wealth Advisors, LLC | 14.920 | 20.787 | -5.867 | 378.031 | Reduziert | -28,2% | |
| Breakwater Capital Group | 10.568 | 0 | 10.568 | 266.938 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| NEW YORK LIFE INSURANCE CO | 1.977.705 | 1.977.705 | 0,0% | 49.954.851 | 93,38 | 4 Q |
| M Wealth Management, LLC | 40.850 | 44.100 | -7,4% | 1.031.835 | 1,93 | 3 Q |
| ROYAL BANK OF CANADA | 39.661 | 19.084 | +107,8% | 1.002.000 | 1,87 | 4 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.538 | 14.478 | +21,1% | 443.867 | 0,83 | 2 Q |
| Cetera Investment Advisers | 16.467 | 0 | +100,0% | 415.942 | 0,78 | 1 Q |
| Octavia Wealth Advisors, LLC | 14.920 | 20.787 | -28,2% | 378.031 | 0,71 | 3 Q |
| Breakwater Capital Group | 10.568 | 0 | +100,0% | 266.938 | 0,50 | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 7 | 2,1 | 53 |
| 31.12.2025 | ✓ | 5 | 2,1 | 53 |
| 30.09.2025 | ✓ | 4 | 1,1 | 27 |
| 30.06.2025 | ✓ | 2 | 1,0 | 26 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.478 | 368.063 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| NEW YORK LIFE INSURANCE CO | 1.977.705 | 982.705 | +98.8 % | 50.194.153 |
| M Wealth Management, LLC | 44.100 | 11.100 | +33.6 % | 1.119.258 |
| ROYAL BANK OF CANADA | 19.084 | 9.027 | +89.8 % | 484.000 |
| Octavia Wealth Advisors, LLC | 20.787 | 2.834 | +15.8 % | 528.063 |