Investments: Tanglewood Wealth Management, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
892.460.862 $+27.486.362 $865.194.461 $+48.749.128 $816.670.377 $+83.533.656 $733.136.721 $+733.136.721 $
BANK OF AMERICA CORP /DE/BAC527.738.897 $-24.042.012 $551.780.909 $+27.404.731 $524.376.178 $+135.442.210 $388.933.968 $+388.933.968 $
BlackRock, Inc.BLK179.647.970 $+51.081.228 $128.566.742 $-652.427 $129.219.169 $-25.561.040 $154.780.209 $+154.780.209 $
ISHARES GOLD TRUSTIAU84.579.221 $+532.855 $84.046.366 $+11.991.194 $72.055.172 $-2.958.870 $75.014.042 $+75.014.042 $
SPS COMMERCE INCSPSC56.932.706 $-2.115.127 $59.047.833 $+8.226.880 $50.820.953 $-1.962.837 $52.783.790 $+52.783.790 $
RAYMOND JAMES FINANCIAL INCRJF40.281.050 $+1.838.602 $38.442.448 $+1.130.659 $37.311.789 $+3.874.345 $33.437.444 $+33.437.444 $
MORGAN STANLEYMS225.044 $-25.357.805 $25.582.849 $+25.582.849 $
ALPHA PRO TECH LTDAPT1.055.436 $+194.862 $860.574 $+236.720 $623.854 $+76.428 $547.426 $+547.426 $
BERKSHIRE HATHAWAY INCBRK-B754.800 $+600 $754.200 $+25.400 $728.800 $-69.642 $798.442 $+798.442 $
MICROSOFT CORPMSFT728.332 $-51.701 $780.033 $+30.934 $749.099 $+169.497 $579.602 $+579.602 $
APPFOLIO INCAPPF742.450 $+47.055 $695.395 $+135.076 $560.319 $-118.630 $678.949 $+678.949 $
SOUTHERN COSO219.961 $+219.961 $
892.460.862 $+27.486.362 $865.194.461 $+48.749.128 $816.670.377 $+83.533.656 $733.136.721 $+733.136.721 $
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