Stammdaten
Unternehmen & Branche
| Name | 1776 Wealth LLC |
|---|---|
| Ticker | |
| CIK | 0001803140 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 58.165 | 45.522 | 12.643 | 13.910.213 | Aufgestockt | +27,8% | |
| CWM, LLC | 388.354 | 0 | 388.354 | 8.380.679 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 24.687 | 0 | 24.687 | 532.745 | Neu | +100,0% | |
| &PARTNERS | 24.687 | 0 | 24.687 | 532.745 | Neu | +100,0% | |
| Caprock Group, LLC | 10.924 | 0 | 10.924 | 235.740 | Neu | +100,0% | |
| 1776 Wealth LLC | 10.325 | 10.325 | 0 | 222.814 | Unverändert | 0,0% | |
| LIBERTY WEALTH MANAGEMENT LLC | 13.894 | 0 | 13.894 | 128.524 | Neu | +100,0% | |
| Oakworth Capital, Inc. | 277 | 277 | 0 | 18.007 | Unverändert | 0,0% | |
| UBS Group AG | 274 | 0 | 274 | 5.913 | Neu | +100,0% | |
| SageView Advisory Group, LLC | 200 | 0 | 200 | 4.836 | Neu | +100,0% | |
| Financial Gravity Asset Management, Inc. | 7 | 7 | 0 | 45 | Unverändert | 0,0% | |
| Motiv8 Investments LLC | 130 | 0 | 130 | 33 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 58.165 | 45.522 | +27,8% | 13.910.213 | 58,04 | 7 Q |
| CWM, LLC | 388.354 | 0 | +100,0% | 8.380.679 | 34,97 | 1 Q |
| &PARTNERS | 24.687 | 0 | +100,0% | 532.745 | 2,22 | 1 Q |
| ENVESTNET ASSET MANAGEMENT INC | 24.687 | 0 | +100,0% | 532.745 | 2,22 | 1 Q |
| Caprock Group, LLC | 10.924 | 0 | +100,0% | 235.740 | 0,98 | 1 Q |
| 1776 Wealth LLC | 10.325 | 10.325 | 0,0% | 222.814 | 0,93 | 14 Q |
| LIBERTY WEALTH MANAGEMENT LLC | 13.894 | 0 | +100,0% | 128.524 | 0,54 | 1 Q |
| Oakworth Capital, Inc. | 277 | 277 | 0,0% | 18.007 | 0,08 | 3 Q |
| UBS Group AG | 274 | 0 | +100,0% | 5.913 | 0,02 | 1 Q |
| Financial Gravity Asset Management, Inc. | 7 | 7 | 0,0% | 45 | 0,00 | 3 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 10 | 0,5 | 24 |
| 31.12.2025 | ✓ | 6 | 0,1 | 12 |
| 30.09.2025 | ✓ | 2 | 0,0 | 9 |
| 30.06.2025 | ✓ | 2 | 0,0 | 8 |
| 31.03.2025 | ✓ | 3 | 0,0 | 4 |
| 31.12.2024 | ✓ | 3 | 0,0 | 4 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| 1776 Wealth LLC | 10.325 | 249.659 |
| SageView Advisory Group, LLC | 200 | 4.836 |
| Financial Gravity Asset Management, Inc. | 7 | 46 |
| Motiv8 Investments LLC | 130 | 33 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 45.522 | 2.958 | +6.9 % | 11.507.128 |
| Oakworth Capital, Inc. | 277 | 32 | +13.1 % | 19.366 |