Stammdaten
Unternehmen & Branche
| Name | CREATIVE FINANCIAL DESIGNS INC /ADV |
|---|---|
| Ticker | |
| CIK | 0000819864 |
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 |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 690,322 | 591,742 | 98,580 | 22,469,982 | Aufgestockt | +16,7% | |
| Calamos Advisors LLC | 286,805 | 0 | 286,805 | 7,766,679 | Neu | +100,0% | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 228,056 | 90,225 | 137,831 | 6,906,721 | Aufgestockt | +152,8% | |
| OneAscent Financial Services LLC | 133,148 | 119,797 | 13,351 | 3,107,670 | Aufgestockt | +11,1% | |
| Valmark Advisers, Inc. | 69,394 | 0 | 69,394 | 1,731,762 | Neu | +100,0% | |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 61,820 | 0 | 61,820 | 1,531,975 | Neu | +100,0% | |
| PAX Financial Group, LLC | 56,181 | 55,388 | 793 | 1,311,265 | Aufgestockt | +1,4% | |
| Strategic Equity Management | 37,779 | 0 | 37,779 | 1,215,726 | Neu | +100,0% | |
| MONEYWISE, INC. | 31,303 | 0 | 31,303 | 1,007,322 | Neu | +100,0% | |
| BAM Wealth Management, LLC | 22,664 | 0 | 22,664 | 679,467 | Neu | +100,0% | |
| First Heartland Consultants, Inc. | 24,981 | 23,440 | 1,541 | 583,057 | Aufgestockt | +6,6% | |
| OLD MISSION CAPITAL LLC | 17,227 | 0 | 17,227 | 466,498 | Neu | +100,0% | |
| PFG Advisors | 14,699 | 0 | 14,699 | 398,042 | Neu | +100,0% | |
| Whitaker-Myers Wealth Managers, LTD. | 15,020 | 12,026 | 2,994 | 350,567 | Aufgestockt | +24,9% | |
| EverSource Wealth Advisors, LLC | 12,133 | 0 | 12,133 | 302,785 | Neu | +100,0% | |
| FLAGSTAR ADVISORS INC | 7,505 | 0 | 7,505 | 273,332 | Neu | +100,0% | |
| GTS SECURITIES LLC | 7,433 | 0 | 7,433 | 203,293 | Neu | +100,0% | |
| UBS Group AG | 5,949 | 0 | 5,949 | 163,175 | Neu | +100,0% | |
| Values First Advisors, Inc. | 4,820 | 10,189 | -5,369 | 121,538 | Reduziert | -52,7% | |
| BURKETT FINANCIAL SERVICES, LLC | 4,266 | 0 | 4,266 | 115,521 | Neu | +100,0% | |
| IFP Advisors, Inc | 4,104 | 0 | 4,104 | 105,912 | Neu | +100,0% | |
| Sound Income Strategies, LLC | 2,859 | 2,859 | 0 | 77,837 | Unverändert | 0,0% | |
| Optiver Holding B.V. | 2,439 | 0 | 2,439 | 66,707 | Neu | +100,0% | |
| HOLLENCREST CAPITAL MANAGEMENT | 4,015 | 13,000 | -8,985 | 50,100 | Reduziert | -69,1% | |
| Western Pacific Wealth Management, LP | 4,000 | 4,000 | 0 | 49,600 | Unverändert | 0,0% | |
| Farther Finance Advisors, LLC | 2,034 | 2,054 | -20 | 47,428 | Reduziert | -1,0% | |
| SHP Wealth Management | 625 | 0 | 625 | 20,112 | Neu | +100,0% | |
| New England Capital Financial Advisors LLC | 301 | 301 | 0 | 8,179 | Unverändert | 0,0% | |
| Bogart Wealth, LLC | 400 | 400 | 0 | 4,960 | Unverändert | 0,0% | |
| Plante Moran Financial Advisors, LLC | 27 | 0 | 27 | 844 | Neu | +100,0% | |
| CENTAURUS FINANCIAL, INC. | 12,946 | 0 | 12,946 | 351 | Neu | +100,0% | |
| Aspect Partners, LLC | 18 | 0 | 18 | 223 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 9,404 | 0 | 9,404 | 219 | Neu | +100,0% | |
| SHIKIAR ASSET MANAGEMENT INC | 30,250 | 21,000 | 9,250 | 165 | Aufgestockt | +44,0% | |
| Parallel Advisors, LLC | 10 | 0 | 10 | 127 | 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 (%) |
|---|---|---|---|
| Brookstone Capital Management | 690,322 | 22,469,982 | 56.05 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 228,056 | 6,906,721 | 17.23 |
| OneAscent Financial Services LLC | 133,148 | 3,107,670 | 7.75 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 61,820 | 1,531,975 | 3.82 |
| PAX Financial Group, LLC | 56,181 | 1,311,265 | 3.27 |
| Strategic Equity Management | 37,779 | 1,215,726 | 3.03 |
| MONEYWISE, INC. | 31,303 | 1,007,322 | 2.51 |
| BAM Wealth Management, LLC | 22,664 | 679,467 | 1.70 |
| First Heartland Consultants, Inc. | 24,981 | 583,057 | 1.45 |
| Whitaker-Myers Wealth Managers, LTD. | 15,020 | 350,567 | 0.87 |
| FLAGSTAR ADVISORS INC | 7,505 | 273,332 | 0.68 |
| UBS Group AG | 5,949 | 163,175 | 0.41 |
| Values First Advisors, Inc. | 4,820 | 121,538 | 0.30 |
| IFP Advisors, Inc | 4,104 | 105,912 | 0.26 |
| Sound Income Strategies, LLC | 2,859 | 77,837 | 0.19 |
| HOLLENCREST CAPITAL MANAGEMENT | 4,015 | 50,100 | 0.12 |
| Western Pacific Wealth Management, LP | 4,000 | 49,600 | 0.12 |
| Farther Finance Advisors, LLC | 2,034 | 47,428 | 0.12 |
| SHP Wealth Management | 625 | 20,112 | 0.05 |
| New England Capital Financial Advisors LLC | 301 | 8,179 | 0.02 |