Stammdaten
Unternehmen & Branche
| Name | WEDBUSH SECURITIES INC |
|---|---|
| Ticker | |
| CIK | 0001142495 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| TrueMark Investments, LLC | 219,556 | 181,626 | 37,930 | 9,308,955 | Aufgestockt | +20,9% | |
| MATHER GROUP, LLC. | 307,750 | 0 | 307,750 | 8,242,284 | Neu | +100,0% | |
| Valtinson Bruner Financial Planning LLC | 69,361 | 0 | 69,361 | 3,041,756 | Neu | +100,0% | |
| Simplify Asset Management Inc. | 100,000 | 100,000 | 0 | 2,678,240 | Unverändert | 0,0% | |
| Professional Financial Advisors, LLC | 76,807 | 0 | 76,807 | 2,057,084 | Neu | +100,0% | |
| Elevated Capital Advisors, LLC | 13,009 | 0 | 13,009 | 570,482 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 11,969 | 0 | 11,969 | 524,967 | Neu | +100,0% | |
| Magnolia Private Wealth, LLC | 15,603 | 0 | 15,603 | 417,890 | Neu | +100,0% | |
| LaSalle St. Investment Advisors, LLC | 5,133 | 5,133 | 0 | 217,634 | Unverändert | 0,0% | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,559 | 0 | 1,559 | 68,368 | Neu | +100,0% | |
| AE Wealth Management LLC | 879 | 0 | 879 | 38,555 | Neu | +100,0% | |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 956 | 0 | 956 | 25,604 | Neu | +100,0% | |
| Kestra Advisory Services, LLC | 581 | 0 | 581 | 25,462 | Neu | +100,0% | |
| Arax Advisory Partners | 370 | 0 | 370 | 16,226 | Neu | +100,0% | |
| UBS Group AG | 269 | 148 | 121 | 11,405 | Aufgestockt | +81,8% | |
| Capital Investment Advisory Services, LLC | 181 | 181 | 0 | 7,683 | Unverändert | 0,0% | |
| Deane Retirement Strategies, Inc. | 149 | 0 | 149 | 3,991 | Neu | +100,0% | |
| Lloyd Advisory Services, LLC. | 78 | 0 | 78 | 3,429 | Neu | +100,0% | |
| DHJJ Financial Advisors, Ltd. | 72 | 222 | -150 | 3,053 | Reduziert | -67,6% | |
| WEDBUSH SECURITIES INC | 84,423 | 54,193 | 30,230 | 2,936 | Aufgestockt | +55,8% | |
| ASSETMARK, INC | 8 | 0 | 8 | 351 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| TrueMark Investments, LLC | 219,556 | 9,308,955 | 40.51 |
| MATHER GROUP, LLC. | 307,750 | 8,242,284 | 35.87 |
| Simplify Asset Management Inc. | 100,000 | 2,678,240 | 11.66 |
| Professional Financial Advisors, LLC | 76,807 | 2,057,084 | 8.95 |
| Magnolia Private Wealth, LLC | 15,603 | 417,890 | 1.82 |
| LaSalle St. Investment Advisors, LLC | 5,133 | 217,634 | 0.95 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 956 | 25,604 | 0.11 |
| UBS Group AG | 269 | 11,405 | 0.05 |
| Capital Investment Advisory Services, LLC | 181 | 7,683 | 0.03 |
| Deane Retirement Strategies, Inc. | 149 | 3,991 | 0.02 |
| DHJJ Financial Advisors, Ltd. | 72 | 3,053 | 0.01 |
| WEDBUSH SECURITIES INC | 84,423 | 2,936 | 0.01 |