Investitionen in Aktie Medallion Wealth Advisors, LLC

Alle Fondsgesellschaften (13F) und deren Investment in diese Aktie über die letzten 4 Quartale.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q22026/Q1
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
38.763.107 $+5.086.364 $
+29,6 %
82.244.699 $
Impax Asset Management Group plc70.675.331 $
Millstone Evans Group, LLC10.506.631 $
WCG Wealth Advisors LLC8.684.931 $+5.344.585 $
+160,0 %
3.340.346 $
SK Wealth Management, LLC4.339.823 $
Allodium Investment Consultants, LLC2.906.114 $
Sparta 24 Ltd.2.678.653 $
JANE STREET GROUP, LLC941.415 $-1.425.639 $
-60,2 %
2.367.054 $
PFG Investments, LLC2.196.016 $+921.050 $
+72,2 %
1.274.966 $
LPL Financial LLC866.523 $+376.515 $
+76,8 %
490.008 $
Milestone Investment Advisors LLC746.521 $+18.958 $
+2,6 %
727.563 $
Greenwich Wealth Management LLC682.000 $+11.000 $
+1,6 %
671.000 $
Mason & Associates Inc626.290 $
Operose Advisors LLC582.507 $
Kestra Advisory Services, LLC534.351 $+13.593 $
+2,6 %
520.758 $
KESTRA PRIVATE WEALTH SERVICES, LLC360.363 $-126.696 $
-26,0 %
487.059 $
Corient Private Wealth LP449.847 $
Clearstead Advisors, LLC445.158 $+7.055 $
+1,6 %
438.103 $
LPWM LLC330.656 $+7.292 $
+2,3 %
323.364 $
CITADEL ADVISORS LLC236.507 $-33.027 $
-12,3 %
269.534 $
HighTower Advisors, LLC206.084 $-59.885 $
-22,5 %
265.969 $
ASSETMARK, INC133.915 $+2.123 $
+1,6 %
131.792 $
Medallion Wealth Advisors, LLC125.834 $+1.993 $
+1,6 %
123.841 $
OSAIC HOLDINGS, INC.73.906 $+1.163 $
+1,6 %
72.743 $
CWM, LLC52.419 $
Godfrey Financial Associates, Inc.36.004 $+26.284 $
+270,4 %
9.720 $
Noble Wealth Management PBC27.051 $
Integrated Wealth Concepts LLC22.306 $
Phillip James Consulting Co.20.456 $
JPMORGAN CHASE & CO3.245 $
UBS Group AG3.129 $
38.763.107 $+5.086.364 $
+29,6 %
82.244.699 $
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