Stammdaten
Unternehmen & Branche
| Name | PLANNING DIRECTIONS INC |
|---|---|
| Ticker | |
| CIK | 0000821103 |
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 |
|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 18.716 | 13.380 | 5.336 | 912.966 | Aufgestockt | +39,9% | |
| OLD MISSION CAPITAL LLC | 14.996 | 0 | 14.996 | 731.504 | Neu | +100,0% | |
| ENTREWEALTH, LLC | 10.000 | 0 | 10.000 | 487.800 | Neu | +100,0% | |
| PLANNING DIRECTIONS INC | 5.752 | 4.248 | 1.504 | 280.604 | Aufgestockt | +35,4% | |
| Geneos Wealth Management Inc. | 1.340 | 360 | 980 | 65.365 | Aufgestockt | +272,2% | |
| UBS Group AG | 181 | 0 | 181 | 8.829 | Neu | +100,0% | |
| CENTAURUS FINANCIAL, INC. | 52.302 | 0 | 52.302 | 2.551 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 23 | 23 | 0 | 1.125 | Unverändert | 0,0% | |
| Clearstead Advisors, LLC | 20 | 0 | 20 | 976 | Neu | +100,0% | |
| Global Retirement Partners, LLC | 7 | 0 | 7 | 393 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 7.588 | 0 | 7.588 | 370 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 1 | 0 | 1 | 31 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 18.716 | 13.380 | +39,9% | 912.966 | 36,63 | 5 Q |
| OLD MISSION CAPITAL LLC | 14.996 | 0 | +100,0% | 731.504 | 29,35 | 4 Q |
| ENTREWEALTH, LLC | 10.000 | 0 | +100,0% | 487.800 | 19,57 | 1 Q |
| PLANNING DIRECTIONS INC | 5.752 | 4.248 | +35,4% | 280.604 | 11,26 | 2 Q |
| Geneos Wealth Management Inc. | 1.340 | 360 | +272,2% | 65.365 | 2,62 | 2 Q |
| UBS Group AG | 181 | 0 | +100,0% | 8.829 | 0,35 | 3 Q |
| CENTAURUS FINANCIAL, INC. | 52.302 | 0 | +100,0% | 2.551 | 0,10 | 1 Q |
| Farther Finance Advisors, LLC | 23 | 23 | 0,0% | 1.125 | 0,05 | 2 Q |
| Clearstead Advisors, LLC | 20 | 0 | +100,0% | 976 | 0,04 | 1 Q |
| Cambridge Investment Research Advisors, Inc. | 7.588 | 0 | +100,0% | 370 | 0,01 | 1 Q |
| WELLS FARGO & COMPANY/MN | 1 | 0 | +100,0% | 31 | 0,00 | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 11 | 0,1 | 2 |
| 31.12.2025 | ✓ | 5 | 0,0 | 1 |
| 30.09.2025 | ✓ | 5 | 0,1 | 3 |
| 30.06.2025 | ✓ | 5 | 0,0 | 2 |
| 31.03.2025 | ✓ | 2 | 0,0 | 2 |
| 31.12.2024 | ✓ | 2 | 0,0 | 1 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| JANE STREET GROUP, LLC | 13.380 | 721.262 |
| PLANNING DIRECTIONS INC | 4.248 | 229.012 |
| Geneos Wealth Management Inc. | 360 | 19.408 |
| Farther Finance Advisors, LLC | 23 | 1.232 |