Empfehlung
14,9
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
66.4
210 neu, 3 erhöht, 14,6M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | Kohmann Bosshard Financial Services, LLC |
|---|---|
| Ticker | |
| CIK | 0001696615 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:29:06.484173 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 30,854,569 | 5,770,000 | 25,084,569 | 34,573,956 | Aufgestockt | +434,7% | |
| Main Street Group, LTD | 18,265,651 | 17,468,651 | 797,000 | 17,810,067 | Aufgestockt | +4,6% | |
| Coastwise Capital Group, LLC | 3,230,000 | 0 | 3,230,000 | 3,219,022 | Neu | +100,0% | |
| Redwood Wealth Management Group, LLC | 250,000 | 650,000 | -400,000 | 250,664 | Reduziert | -61,5% | |
| Brooklyn Investment Group | 12,381 | 0 | 12,381 | 244,446 | Neu | +100,0% | |
| Game Plan Financial Advisors, LLC | 100,000 | 100,000 | 0 | 100,512 | Unverändert | 0,0% | |
| Luminist Capital LLC | 394 | 21 | 373 | 23,076 | Aufgestockt | +1776,2% | |
| Transce3nd, LLC | 2,048 | 2,030 | 18 | 21,458 | Aufgestockt | +0,9% | |
| Coston, McIsaac & Partners | 227,400 | 252,376 | -24,976 | 2,365 | Reduziert | -9,9% | |
| Motiv8 Investments LLC | 40 | 0 | 40 | 1 | Neu | +100,0% | |
| Strengthening Families & Communities, LLC | 1 | 0 | 1 | 0 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 30,854,569 | 34,573,956 | 90.58 |
| Coastwise Capital Group, LLC | 3,230,000 | 3,219,022 | 8.43 |
| Redwood Wealth Management Group, LLC | 250,000 | 250,664 | 0.66 |
| Game Plan Financial Advisors, LLC | 100,000 | 100,512 | 0.26 |
| Transce3nd, LLC | 2,048 | 21,458 | 0.06 |
| Coston, McIsaac & Partners | 227,400 | 2,365 | 0.01 |
| Motiv8 Investments LLC | 40 | 1 | 0.00 |