Institutionelle Investoren in Centennial Advisors, LLC

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Hinweis: Das Quartal Q3/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 14.11.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q32026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
Gesamt32.173.669 $+3.012.859 $
+24,1 %
150.148.165 $+17.910.865 $
+18,3 %
133.084.288 $+1.033 $
+87,5 %
1.180 $
AE Wealth Management LLC111.195.721 $+11.180.202 $
+11,2 %
100.015.519 $
TRUIST FINANCIAL CORP7.551.445 $+546.298 $
+7,8 %
7.005.147 $+1.720.272 $
+32,6 %
5.284.875 $
ENVESTNET ASSET MANAGEMENT INC7.005.147 $+1.717.222 $
+32,5 %
5.287.925 $
Key Capital Management, INC6.938.007 $+677.042 $
+10,8 %
6.260.965 $+1.411.015 $
+29,1 %
4.849.950 $
LifeWealth Investments, LLC4.355.772 $+1.043.084 $
+31,5 %
3.312.688 $+356.409 $
+12,1 %
2.956.279 $
Simplicity Wealth,LLC3.346.200 $+343.800 $
+11,5 %
3.002.400 $+476.221 $
+18,9 %
2.526.179 $
B.O.S.S. Retirement Advisors, LLC2.360.804 $-109.140 $
-4,4 %
2.469.944 $+205.219 $
+9,1 %
2.264.725 $
Quest 10 Wealth Builders, Inc.1.674.724 $-59.129 $
-3,4 %
1.733.853 $+214.453 $
+14,1 %
1.519.400 $
Kingdom Financial Group LLC.1.296.322 $+79.422 $
+6,5 %
1.216.900 $+91.877 $
+8,2 %
1.125.023 $
FLP Wealth Management, LLC1.278.011 $+238.028 $
+22,9 %
1.039.983 $
Centennial Advisors, LLC1.274.347 $+82.506 $
+6,9 %
1.191.841 $+80.947 $
+7,3 %
1.110.894 $
Lloyd Advisory Services, LLC.969.342 $+123.848 $
+14,6 %
845.494 $-279.529 $
-24,8 %
1.125.023 $
FSA Advisors, Inc.1.019.502 $+227.902 $
+28,8 %
791.600 $
Slagle Financial, LLC908.426 $+113.274 $
+14,2 %
795.152 $
Raleigh Capital Management Inc.848.127 $+79.645 $
+10,4 %
768.482 $+175.505 $
+29,6 %
592.977 $
JANE STREET GROUP, LLC636.775 $
GOLDMAN SACHS GROUP INC608.975 $
SMART Wealth LLC449.261 $+53.748 $
+13,6 %
395.513 $-52.683 $
-11,8 %
448.196 $
Boomfish Wealth Group, LLC362.100 $
Montgomery Financial Services LLC246.398 $+130.954 $
+113,4 %
115.444 $
RFG Advisory, LLC245.030 $
Rothschild Wealth LLC200.231 $
Networth Advisors, LLC92.860 $+8.249 $
+9,7 %
84.611 $+13.261 $
+18,6 %
71.350 $
TOUNJIAN ADVISORY PARTNERS, LLC81.124 $+6.253 $
+8,4 %
74.871 $
UBS Group AG42.192 $+20.442 $
+94,0 %
21.750 $
EVOLUTION WEALTH MANAGEMENT INC.40.806 $
Elevated Capital Advisors, LLC29.670 $
Sterling Capital Management LLC11.330 $+6.279 $
+124,3 %
5.051 $+801 $
+18,8 %
4.250 $
CoreCap Advisors, LLC10.429 $
OSAIC HOLDINGS, INC.5.302 $+27 $
+0,5 %
5.275 $
Sound Income Strategies, LLC2.213 $+1.033 $
+87,5 %
1.180 $
Gesamt32.173.669 $+3.012.859 $
+24,1 %
150.148.165 $+17.910.865 $
+18,3 %
133.084.288 $+1.033 $
+87,5 %
1.180 $
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