Investments: Comprehensive Wealth Management, LLC

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. ($)
113.676.426 $+10.623.904 $103.052.522 $+14.201.239 $88.851.283 $-13.114.719 $101.966.002 $+101.966.002 $
BANK OF AMERICA CORP /DE/BAC83.833.492 $-134.796 $83.968.288 $+8.681.176 $75.287.112 $-16.060.246 $91.347.358 $+91.347.358 $
MORGAN STANLEYMS22.030.152 $+10.134.687 $11.895.465 $+3.656.936 $8.238.529 $+1.376.874 $6.861.655 $+6.861.655 $
BlackRock, Inc.BLK3.410.534 $+362.244 $3.048.290 $+951.045 $2.097.245 $+1.063.673 $1.033.572 $+1.033.572 $
MICROSOFT CORPMSFT2.375.608 $-106.344 $2.481.952 $+162.646 $2.319.306 $+547.704 $1.771.602 $+1.771.602 $
CITIGROUP INCC1.017.415 $+175.646 $841.769 $+383.604 $458.165 $+458.165 $
VICTORY CAPITAL MANAGEMENT INC1.009.225 $+192.467 $816.758 $+365.832 $450.926 $-500.889 $951.815 $+951.815 $
113.676.426 $+10.623.904 $103.052.522 $+14.201.239 $88.851.283 $-13.114.719 $101.966.002 $+101.966.002 $
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