Empfehlung
14,6
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
64.8
22 neu, 7 erhöht, 5,2M $ 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 | WORLD EQUITY GROUP, INC. |
|---|---|
| Ticker | |
| CIK | 0000878770 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:33:46.922468 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Commonwealth Financial Services, LLC | 811,229 | 793,973 | 17,256 | 28,843,085 | Aufgestockt | +2,2% | |
| WORLD EQUITY GROUP, INC. | 295,529 | 80,852 | 214,677 | 8,101,452 | Aufgestockt | +265,5% | |
| Marks Group Wealth Management, Inc | 111,625 | 84,526 | 27,099 | 3,238,241 | Aufgestockt | +32,1% | |
| Capital CS Group, LLC | 72,131 | 72,296 | -165 | 2,564,603 | Reduziert | -0,2% | |
| Advisory Services Network, LLC | 47,263 | 45,284 | 1,979 | 1,680,427 | Aufgestockt | +4,4% | |
| LexAurum Advisors, LLC | 41,272 | 0 | 41,272 | 1,363,746 | Neu | +100,0% | |
| Corient Private Wealth LLC | 34,710 | 0 | 34,710 | 1,006,937 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,407 | 106,578 | -77,171 | 996,230 | Reduziert | -72,4% | |
| OLD MISSION CAPITAL LLC | 25,974 | 0 | 25,974 | 905,202 | Neu | +100,0% | |
| Forthright Family Wealth Advisory LLC | 25,275 | 0 | 25,275 | 851,515 | Neu | +100,0% | |
| Atria Investments, Inc | 21,806 | 0 | 21,806 | 734,644 | Neu | +100,0% | |
| GTS SECURITIES LLC | 23,892 | 0 | 23,892 | 657,109 | Neu | +100,0% | |
| HBW ADVISORY SERVICES LLC | 9,447 | 9,004 | 443 | 335,886 | Aufgestockt | +4,9% | |
| JANE STREET GROUP, LLC | 11,155 | 5,664 | 5,491 | 323,607 | Aufgestockt | +96,9% | |
| SFMG, LLC | 10,779 | 8,769 | 2,010 | 312,699 | Aufgestockt | +22,9% | |
| GPS Wealth Strategies Group, LLC | 7,524 | 0 | 7,524 | 247,794 | Neu | +100,0% | |
| Kovack Advisors, Inc. | 5,753 | 0 | 5,753 | 204,553 | Neu | +100,0% | |
| Smartleaf Asset Management LLC | 5,060 | 0 | 5,060 | 147,297 | Neu | +100,0% | |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,132 | 0 | 3,132 | 90,865 | Neu | +100,0% | |
| NATIONAL BANK OF CANADA /FI/ | 3,023 | 0 | 3,023 | 87,697 | Neu | +100,0% | |
| Federation des caisses Desjardins du Quebec | 2,975 | 2,450 | 525 | 86,305 | Aufgestockt | +21,4% | |
| UBS Group AG | 943 | 1,267 | -324 | 33,011 | Reduziert | -25,6% | |
| Parallel Advisors, LLC | 500 | 0 | 500 | 17,777 | Neu | +100,0% | |
| Allworth Financial LP | 400 | 0 | 400 | 11,604 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 444 | 0 | 444 | 11,563 | Neu | +100,0% | |
| AdvisorNet Financial, Inc | 201 | 0 | 201 | 7,143 | Neu | +100,0% | |
| AE Wealth Management LLC | 93 | 1,608 | -1,515 | 3,307 | Reduziert | -94,2% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 811,229 | 28,843,085 | 57.79 |
| WORLD EQUITY GROUP, INC. | 295,529 | 8,101,452 | 16.23 |
| Marks Group Wealth Management, Inc | 111,625 | 3,238,241 | 6.49 |
| Capital CS Group, LLC | 72,131 | 2,564,603 | 5.14 |
| Advisory Services Network, LLC | 47,263 | 1,680,427 | 3.37 |
| Corient Private Wealth LLC | 34,710 | 1,006,937 | 2.02 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,407 | 996,230 | 2.00 |
| OLD MISSION CAPITAL LLC | 25,974 | 905,202 | 1.81 |
| GTS SECURITIES LLC | 23,892 | 657,109 | 1.32 |
| HBW ADVISORY SERVICES LLC | 9,447 | 335,886 | 0.67 |
| JANE STREET GROUP, LLC | 11,155 | 323,607 | 0.65 |
| SFMG, LLC | 10,779 | 312,699 | 0.63 |
| GPS Wealth Strategies Group, LLC | 7,524 | 247,794 | 0.50 |
| Kovack Advisors, Inc. | 5,753 | 204,553 | 0.41 |
| Smartleaf Asset Management LLC | 5,060 | 147,297 | 0.30 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,132 | 90,865 | 0.18 |
| NATIONAL BANK OF CANADA /FI/ | 3,023 | 87,697 | 0.18 |
| Federation des caisses Desjardins du Quebec | 2,975 | 86,305 | 0.17 |
| UBS Group AG | 943 | 33,011 | 0.07 |
| Parallel Advisors, LLC | 500 | 17,777 | 0.04 |