Investments: Life Planning Partners, 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. ($)
88.685.745 $-2.423.504 $91.315.121 $+6.679.821 $84.380.194 $+10.202.935 $74.432.365 $+74.432.365 $
BANK OF AMERICA CORP /DE/BAC67.195.719 $-1.956.039 $69.151.758 $+5.908.279 $63.243.479 $+5.588.006 $57.655.473 $+57.655.473 $
BlackRock, Inc.BLK15.989.403 $-81.397 $16.070.800 $+453.909 $15.616.891 $+163.263 $15.453.628 $+15.453.628 $
COMMONWEALTH EQUITY SERVICES, LLC2.396.451 $-274.654 $2.671.105 $-125.648 $2.796.753 $+2.796.753 $
Parker-Hannifin CorpPH1.165.501 $-37.683 $1.203.184 $-29.616 $1.232.800 $+1.232.800 $
JPMORGAN CHASE & COJPM440.152 $+9.275 $430.877 $+94.002 $336.875 $+76.366 $260.509 $+260.509 $
PALATIN TECHNOLOGIES INCPTNT364.657 $-36.394 $401.051 $+101.351 $299.700 $+299.700 $
AbbVie Inc.ABBV366.269 $-4.890 $371.159 $+73.610 $297.549 $-38.312 $335.861 $+335.861 $
MICROSOFT CORPMSFT254.470 $-51.657 $306.127 $+12.201 $293.926 $+72.152 $221.774 $+221.774 $
CHEVRON CORPCVX279.907 $-4.870 $284.777 $+22.556 $262.221 $+12.207 $250.014 $+250.014 $
BERKSHIRE HATHAWAY INCBRK-B205.872 $-49.234 $255.106 $+255.106 $
APPFOLIO INCAPPF233.216 $+14.805 $218.411 $+218.411 $
88.685.745 $-2.423.504 $91.315.121 $+6.679.821 $84.380.194 $+10.202.935 $74.432.365 $+74.432.365 $
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