CREATIVE FINANCIAL DESIGNS INC /ADV

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13,4
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
59.4
9 neu, 4 erhöht, 7,1M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)

Score-Verlauf (90 Tage)

Stammdaten

Unternehmen

NameCREATIVE FINANCIAL DESIGNS INC /ADV
Ticker
CIK0000819864

Branche

SIC-Code
Beschreibung

Wertpapier

CUSIP
ISIN
Typ
Titel

Status

Zuletzt geprüft2026-03-23 02:12:46.720653

Fondsaktivität (letzte 3 Quartale)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Calamos Advisors LLC286,805253,38633,4197,766,679Aufgestockt+13,2%
OneAscent Financial Services LLC119,7970119,7972,989,595Neu+100,0%
CREATIVE FINANCIAL DESIGNS INC /ADV90,2251,00489,2212,729,400Aufgestockt+8886,6%
JANE STREET GROUP, LLC71,600071,6001,784,410Neu+100,0%
Valmark Advisers, Inc.69,394069,3941,731,762Neu+100,0%
Kestra Advisory Services, LLC50,737050,7371,219,836Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP17,94950,359-32,410479,508Reduziert-64,4%
OLD MISSION CAPITAL LLC17,22714,0093,218466,498Aufgestockt+23,0%
WOLVERINE TRADING, LLC16,149016,149424,003Neu+100,0%
PFG Advisors14,69914,6990398,042Unverändert0,0%
EverSource Wealth Advisors, LLC12,133012,133302,785Neu+100,0%
BOYUM WEALTH ARCHITECTS LLC9,71109,711233,477Neu+100,0%
GTS SECURITIES LLC7,43322,843-15,410203,293Reduziert-67,5%
HOLLENCREST CAPITAL MANAGEMENT13,00013,0000165,620Unverändert0,0%
Advisory Services Network, LLC6,17806,178147,298Neu+100,0%
BURKETT FINANCIAL SERVICES, LLC4,2664,938-672115,521Reduziert-13,6%
Optiver Holding B.V.2,43913,027-10,58866,707Reduziert-81,3%
Farther Finance Advisors, LLC2,0542,544-49047,677Reduziert-19,3%
UBS Group AG8001,003-20327,959Reduziert-20,2%
New England Capital Financial Advisors LLC30130108,151Unverändert0,0%
Bogart Wealth, LLC40040005,096Unverändert0,0%
Rise Advisors, LLC727201,087Unverändert0,0%
Plante Moran Financial Advisors, LLC27027844Neu+100,0%
FLOW TRADERS U.S. LLC18,0828,3259,757632Aufgestockt+117,2%
OSAIC HOLDINGS, INC.21210514Unverändert0,0%
CENTAURUS FINANCIAL, INC.12,94613,646-700351Reduziert-5,1%
KERR FINANCIAL PLANNING Corp75075237Neu+100,0%
Parallel Advisors, LLC10100127Unverändert0,0%
SHIKIAR ASSET MANAGEMENT INC21,000021,000106Neu+100,0%
SIMPLEX TRADING, LLC29802989Neu+100,0%
Ancora Advisors LLC2022Neu+100,0%

Insider-Transaktionen (12 Monate)

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Top-Fondshalter (aktuelles Quartal)

FondsAnteileWert (USD)Anteil (%)
Calamos Advisors LLC286,8057,766,67945.69
OneAscent Financial Services LLC119,7972,989,59517.59
CREATIVE FINANCIAL DESIGNS INC /ADV90,2252,729,40016.06
Valmark Advisers, Inc.69,3941,731,76210.19
OLD MISSION CAPITAL LLC17,227466,4982.74
PFG Advisors14,699398,0422.34
EverSource Wealth Advisors, LLC12,133302,7851.78
GTS SECURITIES LLC7,433203,2931.20
HOLLENCREST CAPITAL MANAGEMENT13,000165,6200.97
BURKETT FINANCIAL SERVICES, LLC4,266115,5210.68
Optiver Holding B.V.2,43966,7070.39
Farther Finance Advisors, LLC2,05447,6770.28
New England Capital Financial Advisors LLC3018,1510.05
Bogart Wealth, LLC4005,0960.03
Plante Moran Financial Advisors, LLC278440.00
CENTAURUS FINANCIAL, INC.12,9463510.00
Parallel Advisors, LLC101270.00
SHIKIAR ASSET MANAGEMENT INC21,0001060.00