Investments: Wells Financial Advisors 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. ($)
36.287.928 $-12.021.211 $48.652.231 $+93.140 $48.559.091 $+101.287 $48.457.804 $+48.457.804 $
BANK OF AMERICA CORP /DE/BAC30.962.396 $-10.784.070 $41.746.466 $-1.839.236 $43.585.702 $-121.802 $43.707.504 $+43.707.504 $
SPS COMMERCE INCSPSC3.920.695 $-626.477 $4.547.172 $+577.981 $3.969.191 $-191.551 $4.160.742 $+4.160.742 $
BlackRock, Inc.BLK1.315.087 $-510.444 $1.825.531 $+1.263.116 $562.415 $+295.038 $267.377 $+267.377 $
ISHARES GOLD TRUSTIAU174.648 $+49.928 $124.720 $+6.800 $117.920 $+117.920 $
MICROSOFT CORPMSFT64.321 $-92.618 $156.939 $+6.224 $150.715 $+86.899 $63.816 $+63.816 $
ALPHA PRO TECH LTDAPT106.964 $+29.423 $77.541 $+9.499 $68.042 $+68.042 $
AMAZON COM INCAMZN61.480 $+51 $61.429 $+8.156 $53.273 $+53.273 $
Roblox CorpRBLX12.155 $-8.623 $20.778 $+4.998 $15.780 $+7.036 $8.744 $+8.744 $
Walmart Inc.WMT13.274 $+1.021 $12.253 $+655 $11.598 $+1.212 $10.386 $+10.386 $
36.287.928 $-12.021.211 $48.652.231 $+93.140 $48.559.091 $+101.287 $48.457.804 $+48.457.804 $
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