CCM INVESTMENT ADVISERS LLC

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Unternehmen & Branche

NameCCM INVESTMENT ADVISERS LLC
Ticker
CIK0000931097

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ISIN
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Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »

Fondsaktivität (Vorquartalsvergleich)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Jackson Wealth Management, LLC49,935,279049,935,27949,935,000Neu+100,0%
Redwood Wealth Management Group, LLC34,696,186034,696,18634,696,186Neu+100,0%
CCM INVESTMENT ADVISERS LLC293,0340293,03428,753,923Neu+100,0%
Game Plan Financial Advisors, LLC10,708,437010,708,43710,708,437Neu+100,0%
Kohmann Bosshard Financial Services, LLC9,099,74409,099,7449,087,780Neu+100,0%
Coastwise Capital Group, LLC6,760,36806,760,3686,760,368Neu+100,0%
Westside Investment Management, Inc.4,105,98904,105,9894,105,989Neu+100,0%
Dale Q Rice Investment Management Ltd816,8340816,834816,834Neu+100,0%
Fairfield Financial Advisors, LTD446,0930446,093446,093Neu+100,0%
Financially Speaking Inc220,3980220,398220,398Neu+100,0%
RFP Financial Group LLC114,3070114,307114,307Neu+100,0%
THOMPSON INVESTMENT MANAGEMENT, INC.3,00003,00079,020Neu+100,0%
Private Capital Advisors, Inc.28,140028,14028,140Neu+100,0%
Fortune Financial Group, Inc.2,285,49702,285,4972,511Neu+100,0%
Main Management LLC2,258,83502,258,8352,259Neu+100,0%
SHIKIAR ASSET MANAGEMENT INC70,500070,5001,857Neu+100,0%
Coston, McIsaac & Partners421,2550421,255431Neu+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 (%)
Jackson Wealth Management, LLC49,935,27949,935,00034.26
Redwood Wealth Management Group, LLC34,696,18634,696,18623.80
CCM INVESTMENT ADVISERS LLC293,03428,753,92319.73
Game Plan Financial Advisors, LLC10,708,43710,708,4377.35
Kohmann Bosshard Financial Services, LLC9,099,7449,087,7806.23
Coastwise Capital Group, LLC6,760,3686,760,3684.64
Westside Investment Management, Inc.4,105,9894,105,9892.82
Dale Q Rice Investment Management Ltd816,834816,8340.56
Fairfield Financial Advisors, LTD446,093446,0930.31
Financially Speaking Inc220,398220,3980.15
RFP Financial Group LLC114,307114,3070.08
THOMPSON INVESTMENT MANAGEMENT, INC.3,00079,0200.05
Private Capital Advisors, Inc.28,14028,1400.02
Fortune Financial Group, Inc.2,285,4972,5110.00
Main Management LLC2,258,8352,2590.00
SHIKIAR ASSET MANAGEMENT INC70,5001,8570.00
Coston, McIsaac & Partners421,2554310.00

Hinweis

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