Investitionen in Aktie BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Alle Fondsgesellschaften (13F) und deren Investment in diese Aktie über die letzten 4 Quartale.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
192.126.296 $+11.283.397 $
+2,1 %
152.743.714 $+11.100.026 $
+75,8 %
106.693.539 $+39.892.540 $
+545,8 %
31.165.520 $-569.406 $
+18,5 %
KFG WEALTH MANAGEMENT, LLC35.754.705 $+3.525.993 $
+10,9 %
32.228.712 $+8.208.541 $
+34,2 %
24.020.171 $
Pacer Advisors, Inc.29.125.000 $+1.919.000 $
+7,1 %
27.206.000 $-1.812.246 $
-6,2 %
29.018.246 $+17.620.712 $
+154,6 %
11.397.534 $+167.890 $
+1,5 %
Swan Global Investments, LLC29.120.609 $+1.914.776 $
+7,0 %
27.205.833 $-1.811.607 $
-6,2 %
29.017.440 $+16.917.391 $
+139,8 %
12.100.049 $+871.784 $
+7,8 %
Gradient Investments LLC28.344.143 $
Uniting Wealth Partners, LLC24.143.030 $+2.270.779 $
+10,4 %
21.872.251 $
Long Island Wealth Management, Inc.13.894.080 $+1.204.886 $
+9,5 %
12.689.194 $
U S WEALTH GROUP, LLC.7.316.675 $+760.386 $
+11,6 %
6.556.289 $-1.951.516 $
-22,9 %
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6.461.128 $+491.718 $
+8,2 %
5.969.410 $+963.174 $
+19,2 %
5.006.236 $+4.885.777 $
+4.056,0 %
120.459 $+5.039 $
+4,4 %
Integrated Wealth Concepts LLC6.318.044 $+289.093 $
+4,8 %
6.028.951 $
Aptus Capital Advisors, LLC6.054.193 $+1.272.952 $
+26,6 %
4.781.241 $+1.456.526 $
+43,8 %
3.324.715 $
GUARDIAN WEALTH ADVISORS, LLC / NC4.483.300 $+351.998 $
+8,5 %
4.131.302 $+923.387 $
+28,8 %
3.207.915 $
OLD MISSION CAPITAL LLC791.444 $-1.114.973 $
-58,5 %
1.906.417 $+989.537 $
+107,9 %
916.880 $-128.533 $
-12,3 %
UPTICK PARTNERS, LLC1.409.229 $-71.504 $
-4,8 %
1.480.733 $-13.661 $
-0,9 %
1.494.394 $
Kovack Advisors, Inc.719.253 $-681.433 $
-48,6 %
1.400.686 $+654.362 $
+87,7 %
746.324 $
Cornerstone Wealth Group, LLC871.257 $-136.688 $
-13,6 %
1.007.945 $+806.739 $
+401,0 %
201.206 $
CITADEL ADVISORS LLC879.478 $+630.866 $
+253,8 %
248.612 $-326.706 $
-56,8 %
575.318 $+330.189 $
+134,7 %
SUSQUEHANNA INTERNATIONAL GROUP, LLP673.915 $-71.266 $
-9,6 %
745.181 $+135.992 $
+22,3 %
609.189 $
First Heartland Consultants, Inc.337.189 $-180.665 $
-34,9 %
517.854 $
Gladstone Institutional Advisory LLC500.372 $+1.354 $
+0,3 %
499.018 $-11.199 $
-2,2 %
510.217 $
GTS SECURITIES LLC464.940 $
WEBSTERROGERS FINANCIAL ADVISORS, LLC451.855 $+35.394 $
+8,5 %
416.461 $
Prime Capital Investment Advisors, LLC387.579 $+178.052 $
+85,0 %
209.527 $
Financial Network Wealth Advisors LLC367.547 $+14.714 $
+4,2 %
352.833 $-17.639 $
-4,8 %
370.472 $+141.374 $
+61,7 %
229.098 $+1.151 $
+0,5 %
Cyndeo Wealth Partners, LLC272.100 $+21.500 $
+8,6 %
250.600 $
Meridian Wealth Management, LLC258.957 $+13.809 $
+5,6 %
245.148 $
Atria Investments, Inc252.402 $
LPL Financial LLC228.349 $+18.658 $
+8,9 %
209.691 $-25.442 $
-10,8 %
235.133 $
OSAIC HOLDINGS, INC.223.356 $+19.022 $
+9,3 %
204.334 $-4.578 $
-2,2 %
208.912 $+22.139 $
+11,9 %
186.773 $+6.057 $
+3,4 %
Mattson Financial Services, LLC218.765 $
CALTON & ASSOCIATES, INC.216.568 $
Paladin Wealth, LLC203.217 $
UBS Group AG29.120 $-5.434 $
-15,7 %
34.554 $+27.654 $
+400,8 %
6.900 $
Signature Equity Partners, LLC18.530 $+1.576 $
+9,3 %
16.954 $-380 $
-2,2 %
17.334 $
DHJJ Financial Advisors, Ltd.1.090 $+86 $
+8,6 %
1.004 $
192.126.296 $+11.283.397 $
+2,1 %
152.743.714 $+11.100.026 $
+75,8 %
106.693.539 $+39.892.540 $
+545,8 %
31.165.520 $-569.406 $
+18,5 %
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