Stammdaten
Unternehmen & Branche
| Name | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
|---|---|
| Ticker | |
| CIK | 0000932974 |
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 |
|---|---|---|---|---|---|---|---|
| Cache Advisors, LLC | 3.631.067 | 3.631.067 | 0 | 168.907.796 | Unverändert | 0,0% | |
| Everest Management Corp. | 380.489 | 381.936 | -1.447 | 17.699.353 | Reduziert | -0,4% | |
| Beacon Pointe Advisors, LLC | 359.759 | 359.759 | 0 | 16.735.077 | Unverändert | 0,0% | |
| Truepoint, Inc. | 233.273 | 245.500 | -12.227 | 10.851.237 | Reduziert | -5,0% | |
| JPL Wealth Management, LLC | 229.355 | 229.360 | -5 | 10.669.013 | Reduziert | 0,0% | |
| Flatrock Wealth Partners LLC | 101.682 | 101.682 | 0 | 4.729.981 | Unverändert | 0,0% | |
| Ethos Financial Group, LLC | 100.455 | 100.455 | 0 | 4.672.890 | Unverändert | 0,0% | |
| Seed Wealth Management, Inc. | 91.454 | 91.621 | -167 | 4.254.213 | Reduziert | -0,2% | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 83.311 | 83.311 | 0 | 3.876.966 | Unverändert | 0,0% | |
| Soundwatch Capital LLC | 83.311 | 37.001 | 46.310 | 3.875.417 | Aufgestockt | +125,2% | |
| Meredith Wealth Planning | 81.272 | 81.272 | 0 | 3.780.568 | Unverändert | 0,0% | |
| Ledyard National Bank | 66.536 | 68.656 | -2.120 | 3.095.082 | Reduziert | -3,1% | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 49.139 | 49.139 | 0 | 2.285.819 | Unverändert | 0,0% | |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 43.122 | 43.122 | 0 | 2.091.849 | Unverändert | 0,0% | |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 39.418 | 39.418 | 0 | 1.833.619 | Unverändert | 0,0% | |
| Revolve Wealth Partners, LLC | 37.692 | 53.012 | -15.320 | 1.753.317 | Reduziert | -28,9% | |
| FIDELITY D & D BANCORP INC | 32.817 | 32.817 | 0 | 1.526.562 | Unverändert | 0,0% | |
| Magnolia Private Wealth, LLC | 32.766 | 32.766 | 0 | 1.524.170 | Unverändert | 0,0% | |
| ROYAL BANK OF CANADA | 29.079 | 15.327 | 13.752 | 1.353.000 | Aufgestockt | +89,7% | |
| REGIONS FINANCIAL CORP | 27.580 | 0 | 27.580 | 1.282.950 | Neu | +100,0% | |
| Quantinno Capital Management LP | 24.794 | 0 | 24.794 | 1.153.356 | Neu | +100,0% | |
| QUARRY HILL ADVISORS, LLC | 20.168 | 20.168 | 0 | 1.023.923 | Unverändert | 0,0% | |
| AQR CAPITAL MANAGEMENT LLC | 21.952 | 0 | 21.952 | 1.021.150 | Neu | +100,0% | |
| Family CFO Inc | 19.852 | 19.852 | 0 | 923.444 | Unverändert | 0,0% | |
| Sherman Wealth Management LLC | 17.799 | 17.799 | 0 | 827.986 | Unverändert | 0,0% | |
| CONTINUUM WEALTH ADVISORS, LLC | 15.437 | 15.437 | 0 | 718.111 | Unverändert | 0,0% | |
| Prairiewood Capital, LLC | 15.388 | 15.546 | -158 | 715.809 | Reduziert | -1,0% | |
| Creative Planning | 14.259 | 14.259 | 0 | 663.288 | Unverändert | 0,0% | |
| MilWealth Group LLC | 13.834 | 14.031 | -197 | 643.521 | Reduziert | -1,4% | |
| Savvy Advisors, Inc. | 13.276 | 0 | 13.276 | 617.575 | Neu | +100,0% | |
| Schiavi & Co LLC | 9.817 | 9.817 | 0 | 456.677 | Unverändert | 0,0% | |
| Cerity Partners LLC | 9.378 | 9.378 | 0 | 436.233 | Unverändert | 0,0% | |
| XY Planning Network, Inc. | 8.501 | 8.501 | 0 | 398.408 | Unverändert | 0,0% | |
| Empowered Funds, LLC | 6.642 | 0 | 6.642 | 308.969 | Neu | +100,0% | |
| Midwest Capital Advisors, LLC | 6.605 | 6.605 | 0 | 307.267 | Unverändert | 0,0% | |
| L2 Asset Management, LLC | 6.516 | 0 | 6.516 | 303.115 | Neu | +100,0% | |
| ZWJ INVESTMENT COUNSEL INC | 5.104 | 5.104 | 0 | 237.433 | Unverändert | 0,0% | |
| Farther Finance Advisors, LLC | 3.430 | 3.430 | 0 | 160.726 | Unverändert | 0,0% | |
| UBS Group AG | 1.392 | 0 | 1.392 | 64.752 | Neu | +100,0% | |
| One Degree Advisors Inc | 50.944 | 0 | 50.944 | 2.369 | Neu | +100,0% | |
| M Holdings Securities, Inc. | 30.463 | 42.588 | -12.125 | 1.417 | Reduziert | -28,5% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Cache Advisors, LLC | 3.631.067 | 3.631.067 | 0,0% | 168.907.796 | 60,81 | 2 Q |
| Everest Management Corp. | 380.489 | 381.936 | -0,4% | 17.699.353 | 6,37 | 2 Q |
| Beacon Pointe Advisors, LLC | 359.759 | 359.759 | 0,0% | 16.735.077 | 6,02 | 2 Q |
| Truepoint, Inc. | 233.273 | 245.500 | -5,0% | 10.851.237 | 3,91 | 2 Q |
| JPL Wealth Management, LLC | 229.355 | 229.360 | 0,0% | 10.669.013 | 3,84 | 2 Q |
| Flatrock Wealth Partners LLC | 101.682 | 101.682 | 0,0% | 4.729.981 | 1,70 | 2 Q |
| Ethos Financial Group, LLC | 100.455 | 100.455 | 0,0% | 4.672.890 | 1,68 | 2 Q |
| Seed Wealth Management, Inc. | 91.454 | 91.621 | -0,2% | 4.254.213 | 1,53 | 2 Q |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 83.311 | 83.311 | 0,0% | 3.876.966 | 1,40 | 2 Q |
| Soundwatch Capital LLC | 83.311 | 37.001 | +125,2% | 3.875.417 | 1,40 | 2 Q |
| Meredith Wealth Planning | 81.272 | 81.272 | 0,0% | 3.780.568 | 1,36 | 2 Q |
| Ledyard National Bank | 66.536 | 68.656 | -3,1% | 3.095.082 | 1,11 | 2 Q |
| TWIN PEAKS WEALTH ADVISORS, LLC | 49.139 | 49.139 | 0,0% | 2.285.819 | 0,82 | 2 Q |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 43.122 | 43.122 | 0,0% | 2.091.849 | 0,75 | 4 Q |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 39.418 | 39.418 | 0,0% | 1.833.619 | 0,66 | 2 Q |
| Revolve Wealth Partners, LLC | 37.692 | 53.012 | -28,9% | 1.753.317 | 0,63 | 2 Q |
| FIDELITY D & D BANCORP INC | 32.817 | 32.817 | 0,0% | 1.526.562 | 0,55 | 2 Q |
| Magnolia Private Wealth, LLC | 32.766 | 32.766 | 0,0% | 1.524.170 | 0,55 | 2 Q |
| ROYAL BANK OF CANADA | 29.079 | 15.327 | +89,7% | 1.353.000 | 0,49 | 2 Q |
| REGIONS FINANCIAL CORP | 27.580 | 0 | +100,0% | 1.282.950 | 0,46 | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 41 | 6,3 | 288 |
| 31.12.2025 | ✓ | 33 | 6,0 | 293 |
| 30.06.2023 | vorl. | 2 | 0,0 | 0 |
| 31.03.2023 | vorl. | 2 | 0,0 | 0 |
| 31.12.2022 | vorl. | 1 | 0,0 | 1 |
| 30.09.2022 | vorl. | 1 | 0,0 | 1 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Cache Advisors, LLC | 3.631.067 | 179.112.547 |
| Everest Management Corp. | 381.936 | 18.840.056 |
| Beacon Pointe Advisors, LLC | 359.759 | 17.746.145 |
| Truepoint, Inc. | 245.500 | 12.109.958 |
| JPL Wealth Management, LLC | 229.360 | 11.313.822 |
| Flatrock Wealth Partners LLC | 101.682 | 5.015.748 |
| Ethos Financial Group, LLC | 100.455 | 4.955.208 |
| Seed Wealth Management, Inc. | 91.621 | 4.519.474 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 83.311 | 4.109.088 |
| Meredith Wealth Planning | 81.272 | 4.008.976 |