Stammdaten
Unternehmen & Branche
| Name | DHJJ Financial Advisors, Ltd. |
|---|---|
| Ticker | |
| CIK | 0001844716 |
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 |
|---|---|---|---|---|---|---|---|
| Cache Advisors, LLC | 1,872,926 | 0 | 1,872,926 | 88,102,439 | Neu | +100,0% | |
| BLB&B Advisors, LLC | 902,637 | 0 | 902,637 | 44,175,696 | Neu | +100,0% | |
| Relyea Zuckerberg Hanson LLC | 339,700 | 0 | 339,700 | 16,625,149 | Neu | +100,0% | |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 600,000 | 0 | 600,000 | 15,924,000 | Neu | +100,0% | |
| Kathmere Capital Management, LLC | 221,438 | 0 | 221,438 | 10,837,308 | Neu | +100,0% | |
| Elmwood Wealth Management, Inc. | 361,434 | 0 | 361,434 | 6,803,966 | Neu | +100,0% | |
| ARS Wealth Advisors Group, LLC | 238,725 | 0 | 238,725 | 4,502,850 | Neu | +100,0% | |
| Ledyard National Bank | 91,951 | 0 | 91,951 | 4,500,146 | Neu | +100,0% | |
| CORRADO ADVISORS, LLC | 205,306 | 0 | 205,306 | 3,869,234 | Neu | +100,0% | |
| Family CFO Inc | 63,129 | 0 | 63,129 | 3,089,597 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 420,765 | 0 | 420,765 | 2,099,617 | Neu | +100,0% | |
| JPL Wealth Management, LLC | 36,070 | 0 | 36,070 | 1,765,312 | Neu | +100,0% | |
| BlueStem Wealth Partners, LLC | 79,982 | 0 | 79,982 | 1,500,462 | Neu | +100,0% | |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 75,149 | 0 | 75,149 | 1,410,750 | Neu | +100,0% | |
| DHJJ Financial Advisors, Ltd. | 51,948 | 0 | 51,948 | 1,297,324 | Neu | +100,0% | |
| ROTHSCHILD INVESTMENT LLC | 60,400 | 0 | 60,400 | 1,133,871 | Neu | +100,0% | |
| Sanctuary Advisors, LLC | 40,060 | 0 | 40,060 | 1,063,192 | Neu | +100,0% | |
| Meredith Wealth Planning | 19,556 | 0 | 19,556 | 957,103 | Neu | +100,0% | |
| Bouchey Financial Group Ltd | 17,822 | 0 | 17,822 | 914,925 | Neu | +100,0% | |
| TRUIST FINANCIAL CORP | 44,867 | 0 | 44,867 | 849,202 | Neu | +100,0% | |
| Goldenstone Wealth Management LLC | 41,700 | 0 | 41,700 | 782,822 | Neu | +100,0% | |
| Bright Futures Wealth Management, LLC. | 37,324 | 0 | 37,324 | 700,672 | Neu | +100,0% | |
| Perigon Wealth Management, LLC | 14,316 | 0 | 14,316 | 700,643 | Neu | +100,0% | |
| Everstar Asset Management, LLC | 138,100 | 0 | 138,100 | 689,119 | Neu | +100,0% | |
| Brookstone Capital Management | 30,225 | 0 | 30,225 | 565,136 | Neu | +100,0% | |
| Southland Equity Partners LLC | 29,253 | 0 | 29,253 | 545,137 | Neu | +100,0% | |
| Weaver Capital Management LLC | 28,401 | 0 | 28,401 | 533,470 | Neu | +100,0% | |
| ACT Advisors, LLC. | 27,986 | 0 | 27,986 | 525,017 | Neu | +100,0% | |
| Prairiewood Capital, LLC | 9,376 | 0 | 9,376 | 458,848 | Neu | +100,0% | |
| Maia Wealth LLC | 14,769 | 0 | 14,769 | 434,594 | Neu | +100,0% | |
| Range Financial Group LLC | 22,843 | 0 | 22,843 | 428,535 | Neu | +100,0% | |
| Cardinal Point Capital Management ULC | 21,200 | 0 | 21,200 | 397,712 | Neu | +100,0% | |
| Soltis Investment Advisors LLC | 15,632 | 0 | 15,632 | 293,256 | Neu | +100,0% | |
| Merit Financial Group, LLC | 14,864 | 0 | 14,864 | 279,037 | Neu | +100,0% | |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,550 | 0 | 5,550 | 271,633 | Neu | +100,0% | |
| STEPHENS INC /AR/ | 13,895 | 0 | 13,895 | 260,670 | Neu | +100,0% | |
| VANGUARD FIDUCIARY TRUST CO | 48,906 | 0 | 48,906 | 244,041 | Neu | +100,0% | |
| Physician Wealth Advisors, Inc. | 10,100 | 0 | 10,100 | 189,169 | Neu | +100,0% | |
| UBS Group AG | 6,925 | 0 | 6,925 | 159,238 | Neu | +100,0% | |
| Atlantic Private Wealth, LLC | 8,200 | 0 | 8,200 | 154,096 | Neu | +100,0% | |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6,700 | 0 | 6,700 | 126,657 | Neu | +100,0% | |
| IFP Advisors, Inc | 4,295 | 0 | 4,295 | 80,726 | Neu | +100,0% | |
| Stone House Investment Management, LLC | 2,880 | 0 | 2,880 | 54,065 | Neu | +100,0% | |
| SouthState Bank Corp | 1,067 | 0 | 1,067 | 52,230 | Neu | +100,0% | |
| Bogart Wealth, LLC | 1,011 | 0 | 1,011 | 26,832 | Neu | +100,0% | |
| GILPIN WEALTH MANAGEMENT, LLC | 1,100 | 0 | 1,100 | 20,693 | Neu | +100,0% | |
| Steward Partners Investment Advisory, LLC | 1,000 | 0 | 1,000 | 18,760 | Neu | +100,0% | |
| Vanguard Global Advisers, LLC | 3,590 | 0 | 3,590 | 17,914 | Neu | +100,0% | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 778 | 0 | 778 | 14,725 | Neu | +100,0% | |
| Capital Investment Advisory Services, LLC | 568 | 0 | 568 | 10,751 | 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 (%) |
|---|---|---|---|
| Cache Advisors, LLC | 1,872,926 | 88,102,439 | 39.96 |
| BLB&B Advisors, LLC | 902,637 | 44,175,696 | 20.04 |
| Relyea Zuckerberg Hanson LLC | 339,700 | 16,625,149 | 7.54 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 600,000 | 15,924,000 | 7.22 |
| Kathmere Capital Management, LLC | 221,438 | 10,837,308 | 4.92 |
| Elmwood Wealth Management, Inc. | 361,434 | 6,803,966 | 3.09 |
| ARS Wealth Advisors Group, LLC | 238,725 | 4,502,850 | 2.04 |
| Ledyard National Bank | 91,951 | 4,500,146 | 2.04 |
| CORRADO ADVISORS, LLC | 205,306 | 3,869,234 | 1.75 |
| Family CFO Inc | 63,129 | 3,089,597 | 1.40 |
| VANGUARD CAPITAL MANAGEMENT LLC | 420,765 | 2,099,617 | 0.95 |
| JPL Wealth Management, LLC | 36,070 | 1,765,312 | 0.80 |
| BlueStem Wealth Partners, LLC | 79,982 | 1,500,462 | 0.68 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 75,149 | 1,410,750 | 0.64 |
| DHJJ Financial Advisors, Ltd. | 51,948 | 1,297,324 | 0.59 |
| ROTHSCHILD INVESTMENT LLC | 60,400 | 1,133,871 | 0.51 |
| Sanctuary Advisors, LLC | 40,060 | 1,063,192 | 0.48 |
| Meredith Wealth Planning | 19,556 | 957,103 | 0.43 |
| Bouchey Financial Group Ltd | 17,822 | 914,925 | 0.41 |
| TRUIST FINANCIAL CORP | 44,867 | 849,202 | 0.39 |