CREATIVE FINANCIAL DESIGNS INC /ADV

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Unternehmen & Branche

NameCREATIVE FINANCIAL DESIGNS INC /ADV
Ticker
CIK0000819864

Wertpapier & Kennzahlen

CUSIP
ISIN
Typ

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Fondsaktivität (Vorquartalsvergleich)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Calamos Advisors LLC286,8050286,8057,766,679Neu+100,0%
OneAscent Financial Services LLC119,7970119,7972,989,595Neu+100,0%
CREATIVE FINANCIAL DESIGNS INC /ADV90,225090,2252,729,400Neu+100,0%
Valmark Advisers, Inc.69,394069,3941,731,762Neu+100,0%
OLD MISSION CAPITAL LLC17,227017,227466,498Neu+100,0%
PFG Advisors14,699014,699398,042Neu+100,0%
EverSource Wealth Advisors, LLC12,133012,133302,785Neu+100,0%
Whitaker-Myers Wealth Managers, LTD.12,026012,026300,115Neu+100,0%
GTS SECURITIES LLC7,43307,433203,293Neu+100,0%
HOLLENCREST CAPITAL MANAGEMENT13,000013,000165,620Neu+100,0%
BURKETT FINANCIAL SERVICES, LLC4,26604,266115,521Neu+100,0%
Optiver Holding B.V.2,43902,43966,707Neu+100,0%
Farther Finance Advisors, LLC2,05402,05447,677Neu+100,0%
New England Capital Financial Advisors LLC30103018,151Neu+100,0%
Bogart Wealth, LLC40004005,096Neu+100,0%
Plante Moran Financial Advisors, LLC27027844Neu+100,0%
CENTAURUS FINANCIAL, INC.12,946012,946351Neu+100,0%
Parallel Advisors, LLC10010127Neu+100,0%
SHIKIAR ASSET MANAGEMENT INC21,000021,000106Neu+100,0%

Insider-Transaktionen (12 Monate)

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Top-Fondshalter

Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2025. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.

FondsAnteileWert (USD)Anteil (%)
Calamos Advisors LLC286,8057,766,67944.90
OneAscent Financial Services LLC119,7972,989,59517.28
CREATIVE FINANCIAL DESIGNS INC /ADV90,2252,729,40015.78
Valmark Advisers, Inc.69,3941,731,76210.01
OLD MISSION CAPITAL LLC17,227466,4982.70
PFG Advisors14,699398,0422.30
EverSource Wealth Advisors, LLC12,133302,7851.75
Whitaker-Myers Wealth Managers, LTD.12,026300,1151.73
GTS SECURITIES LLC7,433203,2931.18
HOLLENCREST CAPITAL MANAGEMENT13,000165,6200.96
BURKETT FINANCIAL SERVICES, LLC4,266115,5210.67
Optiver Holding B.V.2,43966,7070.39
Farther Finance Advisors, LLC2,05447,6770.28
New England Capital Financial Advisors LLC3018,1510.05
Bogart Wealth, LLC4005,0960.03
Plante Moran Financial Advisors, LLC278440.00
CENTAURUS FINANCIAL, INC.12,9463510.00
Parallel Advisors, LLC101270.00
SHIKIAR ASSET MANAGEMENT INC21,0001060.00

Hinweis

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