Stammdaten
Unternehmen & Branche
| Name | CoreCap Advisors, LLC |
|---|---|
| Ticker | |
| CIK | 0001902501 |
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 |
|---|---|---|---|---|---|---|---|
| Arcadia Wealth Management, LLC | 220,403 | 0 | 220,403 | 5,479,196 | Neu | +100,0% | |
| SMART Wealth LLC | 191,330 | 0 | 191,330 | 4,756,433 | Neu | +100,0% | |
| Networth Advisors, LLC | 115,016 | 0 | 115,016 | 2,859,285 | Neu | +100,0% | |
| TRUIST FINANCIAL CORP | 109,562 | 0 | 109,562 | 2,723,711 | Neu | +100,0% | |
| HOWARD BAILEY SECURITIES, LLC | 101,282 | 0 | 101,282 | 2,517,863 | Neu | +100,0% | |
| FLP Wealth Management, LLC | 70,146 | 0 | 70,146 | 1,743,826 | Neu | +100,0% | |
| Key Capital Management, INC | 42,898 | 0 | 42,898 | 1,066,440 | Neu | +100,0% | |
| Triad Wealth Partners, LLC | 37,043 | 0 | 37,043 | 920,879 | Neu | +100,0% | |
| Simplicity Wealth,LLC | 34,415 | 0 | 34,415 | 855,553 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 85,349 | 0 | 85,349 | 466,006 | Neu | +100,0% | |
| CoreCap Advisors, LLC | 15,950 | 3 | 15,947 | 378,578 | Aufgestockt | +531566,7% | |
| Centennial Advisors, LLC | 13,808 | 0 | 13,808 | 343,261 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 45,199 | 0 | 45,199 | 246,833 | Neu | +100,0% | |
| VANGUARD FIDUCIARY TRUST CO | 8,716 | 0 | 8,716 | 47,589 | Neu | +100,0% | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 868 | 0 | 868 | 21,578 | Neu | +100,0% | |
| UBS Group AG | 1,087 | 0 | 1,087 | 10,808 | Neu | +100,0% | |
| HOLLENCREST CAPITAL MANAGEMENT | 666 | 0 | 666 | 9,937 | Neu | +100,0% | |
| Vanguard Global Advisers, LLC | 474 | 0 | 474 | 2,588 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 66 | 0 | 66 | 925 | Neu | +100,0% | |
| Bogart Wealth, LLC | 8 | 0 | 8 | 44 | Neu | +100,0% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 0 | 6 | 33 | Neu | +100,0% | |
| Activest Wealth Management | 0 | 0 | 0 | 0 | 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 (%) |
|---|---|---|---|
| Arcadia Wealth Management, LLC | 220,403 | 5,479,196 | 22.41 |
| SMART Wealth LLC | 191,330 | 4,756,433 | 19.45 |
| Networth Advisors, LLC | 115,016 | 2,859,285 | 11.69 |
| TRUIST FINANCIAL CORP | 109,562 | 2,723,711 | 11.14 |
| HOWARD BAILEY SECURITIES, LLC | 101,282 | 2,517,863 | 10.30 |
| FLP Wealth Management, LLC | 70,146 | 1,743,826 | 7.13 |
| Key Capital Management, INC | 42,898 | 1,066,440 | 4.36 |
| Triad Wealth Partners, LLC | 37,043 | 920,879 | 3.77 |
| Simplicity Wealth,LLC | 34,415 | 855,553 | 3.50 |
| VANGUARD CAPITAL MANAGEMENT LLC | 85,349 | 466,006 | 1.91 |
| CoreCap Advisors, LLC | 15,950 | 378,578 | 1.55 |
| Centennial Advisors, LLC | 13,808 | 343,261 | 1.40 |
| DIMENSIONAL FUND ADVISORS LP | 45,199 | 246,833 | 1.01 |
| VANGUARD FIDUCIARY TRUST CO | 8,716 | 47,589 | 0.19 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 868 | 21,578 | 0.09 |
| UBS Group AG | 1,087 | 10,808 | 0.04 |
| HOLLENCREST CAPITAL MANAGEMENT | 666 | 9,937 | 0.04 |
| Vanguard Global Advisers, LLC | 474 | 2,588 | 0.01 |
| Farther Finance Advisors, LLC | 66 | 925 | 0.00 |
| Bogart Wealth, LLC | 8 | 44 | 0.00 |