| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | |
| 15.835.540 $ | -1.932.440 $ | 32.463.990 $ | -6.669.206 $ | 31.103.407 $ | -1.039.180 $ | 32.553.737 $ | ||
| Azimuth Capital Investment Management LLC | 13.251.532 $ | -511.475 $ | 13.763.007 $ | -4.221.881 $ | 17.984.888 $ | +4.939.512 $ | 13.045.376 $ | |
| SVB WEALTH LLC | 695.880 $ | -1.293.266 $ | 1.989.146 $ | -2.268.718 $ | 4.257.864 $ | -7.221.541 $ | 11.479.405 $ | |
| Moloney Securities Asset Management, LLC | 7.295.459 $ | +1.261.740 $ | 6.033.719 $ | +1.091.449 $ | 4.942.270 $ | |||
| EdgeRock Capital LLC | 7.009.784 $ | |||||||
| Pinnacle Wealth Management Advisory Group, LLC | 1.268.300 $ | +4.950 $ | 1.263.350 $ | +51.150 $ | 1.212.200 $ | -40.150 $ | 1.252.350 $ | |
| Corient IA LLC | 200.850 $ | -98.575 $ | 299.425 $ | -874.535 $ | 1.173.960 $ | +190.795 $ | 983.165 $ | |
| Boston Standard Wealth Management, LLC | 221.000 $ | -630.000 $ | 851.000 $ | |||||
| Weitzel Financial Services, Inc. | 418.978 $ | -34.074 $ | 453.052 $ | +13.038 $ | 440.014 $ | |||
| Corundum Trust Company, INC | 169.767 $ | |||||||
| Bollard Group LLC | 762 $ | +755 $ | 7 $ | |||||
| GHE, LLC | 164 $ | |||||||
| 15.835.540 $ | -1.932.440 $ | 32.463.990 $ | -6.669.206 $ | 31.103.407 $ | -1.039.180 $ | 32.553.737 $ | ||
Erweiterte Einstellungen
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