Stammdaten
Unternehmen & Branche
| Name | CCM INVESTMENT ADVISERS LLC |
|---|---|
| Ticker | |
| CIK | 0000931097 |
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 |
|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 49,935,279 | 0 | 49,935,279 | 49,935,000 | Neu | +100,0% | |
| Redwood Wealth Management Group, LLC | 37,917,849 | 34,696,186 | 3,221,663 | 37,917,849 | Aufgestockt | +9,3% | |
| CCM INVESTMENT ADVISERS LLC | 293,034 | 0 | 293,034 | 28,753,923 | Neu | +100,0% | |
| Game Plan Financial Advisors, LLC | 12,303,991 | 10,708,437 | 1,595,554 | 12,303,991 | Aufgestockt | +14,9% | |
| Kohmann Bosshard Financial Services, LLC | 9,099,744 | 0 | 9,099,744 | 9,087,780 | Neu | +100,0% | |
| Financial Gravity Asset Management, Inc. | 7,519,604 | 1,631,466 | 5,888,138 | 7,519,604 | Aufgestockt | +360,9% | |
| Coastwise Capital Group, LLC | 6,760,368 | 0 | 6,760,368 | 6,760,368 | Neu | +100,0% | |
| Sterling Capital Management LLC | 248,800 | 248,800 | 0 | 6,324,496 | Unverändert | 0,0% | |
| Westside Investment Management, Inc. | 4,105,989 | 0 | 4,105,989 | 4,105,989 | Neu | +100,0% | |
| Fortune Financial Group, Inc. | 3,310,880 | 2,285,497 | 1,025,383 | 3,310,880 | Aufgestockt | +44,9% | |
| Dale Q Rice Investment Management Ltd | 823,787 | 816,834 | 6,953 | 823,787 | Aufgestockt | +0,9% | |
| Fairfield Financial Advisors, LTD | 448,383 | 446,093 | 2,290 | 448,383 | Aufgestockt | +0,5% | |
| Financially Speaking Inc | 220,398 | 0 | 220,398 | 220,398 | Neu | +100,0% | |
| RFP Financial Group LLC | 114,307 | 0 | 114,307 | 114,307 | Neu | +100,0% | |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 3,000 | 0 | 3,000 | 79,020 | Neu | +100,0% | |
| Private Capital Advisors, Inc. | 28,140 | 0 | 28,140 | 28,140 | Neu | +100,0% | |
| Oakworth Capital, Inc. | 2,449 | 2,424 | 25 | 23,684 | Aufgestockt | +1,0% | |
| Main Management LLC | 2,258,835 | 0 | 2,258,835 | 2,259 | Neu | +100,0% | |
| SHIKIAR ASSET MANAGEMENT INC | 63,200 | 70,500 | -7,300 | 1,607 | Reduziert | -10,4% | |
| Coston, McIsaac & Partners | 425,743 | 421,255 | 4,488 | 435 | Aufgestockt | +1,1% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Redwood Wealth Management Group, LLC | 37,917,849 | 37,917,849 | 55.21 |
| Game Plan Financial Advisors, LLC | 12,303,991 | 12,303,991 | 17.92 |
| Financial Gravity Asset Management, Inc. | 7,519,604 | 7,519,604 | 10.95 |
| Sterling Capital Management LLC | 248,800 | 6,324,496 | 9.21 |
| Fortune Financial Group, Inc. | 3,310,880 | 3,310,880 | 4.82 |
| Dale Q Rice Investment Management Ltd | 823,787 | 823,787 | 1.20 |
| Fairfield Financial Advisors, LTD | 448,383 | 448,383 | 0.65 |
| Oakworth Capital, Inc. | 2,449 | 23,684 | 0.03 |
| SHIKIAR ASSET MANAGEMENT INC | 63,200 | 1,607 | 0.00 |
| Coston, McIsaac & Partners | 425,743 | 435 | 0.00 |