Investments: Divergent Planning, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
216.877.510 $+8.862.106 $208.491.212 $+208.491.212 $
BANK OF AMERICA CORP /DE/BAC210.734.914 $+8.125.575 $202.609.339 $+202.609.339 $
APPFOLIO INCAPPF2.326.350 $+42.873 $2.283.477 $+2.283.477 $
MICROSOFT CORPMSFT715.379 $-154.608 $869.987 $+869.987 $
MORGAN STANLEYMS762.707 $+762.707 $
AMAZON COM INCAMZN579.840 $+17.894 $561.946 $+561.946 $
LOCKHEED MARTIN CORPLMT501.544 $-7.486 $509.030 $+509.030 $
BERKSHIRE HATHAWAY INCBRK-B475.808 $+475.808 $
ALPHA PRO TECH LTDAPT361.987 $+79.062 $282.925 $+282.925 $
SPS COMMERCE INCSPSC308.667 $+31.496 $277.171 $+277.171 $
Accenture plcACN302.062 $+17.000 $285.062 $+285.062 $
NVIDIA CORPNVDA219.633 $-39.845 $259.478 $+259.478 $
FS Credit Opportunities Corp.FSCO64.427 $-12.562 $76.989 $+76.989 $
216.877.510 $+8.862.106 $208.491.212 $+208.491.212 $
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