Stammdaten
Unternehmen & Branche
| Name | 1620 INVESTMENT ADVISORS, INC. |
|---|---|
| Ticker | |
| CIK | 0001907281 |
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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 5.659.698 | 5.011.913 | 647.785 | 204.196.090 | Aufgestockt | +12,9% | |
| MORGAN STANLEY | 4.496.300 | 3.817.668 | 678.632 | 161.956.430 | Aufgestockt | +17,8% | |
| BANK OF AMERICA CORP /DE/ | 6.016.184 | 5.263.465 | 752.719 | 125.844.886 | Aufgestockt | +14,3% | |
| AMERIPRISE FINANCIAL INC | 1.219.137 | 1.223.221 | -4.084 | 97.300.893 | Reduziert | -0,3% | |
| Intelligence Driven Advisers, LLC | 612.979 | 724.401 | -111.422 | 57.172.554 | Reduziert | -15,4% | |
| ENVESTNET ASSET MANAGEMENT INC | 1.196.234 | 990.060 | 206.174 | 54.954.395 | Aufgestockt | +20,8% | |
| NewEdge Advisors, LLC | 1.948.002 | 2.251.476 | -303.474 | 53.304.747 | Reduziert | -13,5% | |
| RAYMOND JAMES FINANCIAL INC | 2.081.710 | 2.004.139 | 77.571 | 39.994.249 | Aufgestockt | +3,9% | |
| WELLS FARGO & COMPANY/MN | 1.817.764 | 1.741.698 | 76.066 | 31.962.863 | Aufgestockt | +4,4% | |
| Tanager Wealth Management LLP | 1.587.632 | 1.449.088 | 138.544 | 27.847.057 | Aufgestockt | +9,6% | |
| Mirae Asset Global Investments Co., Ltd. | 1.200.055 | 2.232.555 | -1.032.500 | 27.486.441 | Reduziert | -46,2% | |
| Private Advisor Group, LLC | 562.383 | 601.986 | -39.603 | 26.976.425 | Reduziert | -6,6% | |
| GREAT VALLEY ADVISOR GROUP, INC. | 289.229 | 264.176 | 25.053 | 26.976.142 | Aufgestockt | +9,5% | |
| State of Wisconsin - Board of Commissioners of Public Lands | 1.525.220 | 1.525.220 | 0 | 26.752.359 | Unverändert | 0,0% | |
| MML INVESTORS SERVICES, LLC | 1.199.440 | 1.524.908 | -325.468 | 24.920.699 | Reduziert | -21,3% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 864.752 | 869.550 | -4.798 | 24.651.841 | Reduziert | -0,6% | |
| SimpliFi, Inc. | 244.333 | 243.597 | 736 | 22.788.931 | Aufgestockt | +0,3% | |
| Good Steward Wealth Advisors,LLC | 937.707 | 926.647 | 11.060 | 18.436.342 | Aufgestockt | +1,2% | |
| Granite Bay Wealth Management, LLC | 815.457 | 769.129 | 46.328 | 18.398.022 | Aufgestockt | +6,0% | |
| Flaharty Asset Management, LLC | 744.279 | 738.419 | 5.860 | 17.438.459 | Aufgestockt | +0,8% | |
| Equitable Holdings, Inc. | 312.249 | 282.490 | 29.759 | 16.307.038 | Aufgestockt | +10,5% | |
| OSAIC HOLDINGS, INC. | 641.974 | 544.227 | 97.747 | 15.457.370 | Aufgestockt | +18,0% | |
| Independent Advisor Alliance | 156.114 | 0 | 156.114 | 14.560.730 | Neu | +100,0% | |
| KWB Wealth | 160.530 | 160.530 | 0 | 14.555.222 | Unverändert | 0,0% | |
| BARINGS LLC | 607.700 | 651.200 | -43.500 | 14.086.486 | Reduziert | -6,7% | |
| Aptus Capital Advisors, LLC | 150.732 | 146.982 | 3.750 | 13.912.991 | Aufgestockt | +2,6% | |
| Financial Guidance Group, Inc. | 148.153 | 144.392 | 3.761 | 13.818.209 | Aufgestockt | +2,6% | |
| ARRIEN INVESTMENTS, INC. | 144.959 | 147.301 | -2.342 | 13.520.311 | Reduziert | -1,6% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 418.841 | 379.681 | 39.160 | 13.514.978 | Aufgestockt | +10,3% | |
| Financial Enhancement Group LLC | 135.783 | 149.620 | -13.837 | 13.318.907 | Reduziert | -9,2% | |
| FIRST HAWAIIAN BANK | 137.956 | 138.386 | -430 | 12.867.156 | Reduziert | -0,3% | |
| ARQ WEALTH ADVISORS, LLC | 137.271 | 130.742 | 6.529 | 12.803.308 | Aufgestockt | +5,0% | |
| Eldridge Investment Advisors, Inc. | 539.553 | 540.006 | -453 | 12.183.104 | Reduziert | -0,1% | |
| Dynamic Advisor Solutions LLC | 128.455 | 122.198 | 6.257 | 11.981.040 | Aufgestockt | +5,1% | |
| Hobart Private Capital, LLC | 128.356 | 133.003 | -4.647 | 11.971.779 | Reduziert | -3,5% | |
| CWM, LLC | 265.358 | 106.226 | 159.132 | 11.485.421 | Aufgestockt | +149,8% | |
| PTM WEALTH MANAGEMENT, LLC | 500.947 | 0 | 500.947 | 11.381.527 | Neu | +100,0% | |
| Tradewinds Capital Management, LLC | 631.540 | 0 | 631.540 | 11.077.212 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 533.861 | 380.149 | 153.712 | 10.945.000 | Aufgestockt | +40,4% | |
| UBS Group AG | 591.895 | 626.341 | -34.446 | 10.715.873 | Reduziert | -5,5% | |
| Evergreen Private Wealth LLC | 109.087 | 111.139 | -2.052 | 10.172.115 | Reduziert | -1,8% | |
| HighTower Advisors, LLC | 179.260 | 173.613 | 5.647 | 9.844.845 | Aufgestockt | +3,3% | |
| CAPTRUST FINANCIAL ADVISORS | 134.984 | 134.070 | 914 | 9.757.727 | Aufgestockt | +0,7% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 204.086 | 229.073 | -24.987 | 9.719.359 | Reduziert | -10,9% | |
| Wealth Intelligence, LLC | 544.001 | 623.238 | -79.237 | 9.541.778 | Reduziert | -12,7% | |
| Brio Consultants, LLC | 96.328 | 99.648 | -3.320 | 9.289.841 | Reduziert | -3,3% | |
| Dougherty & Associates, LLC | 512.478 | 481.609 | 30.869 | 8.988.876 | Aufgestockt | +6,4% | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 365.431 | 337.741 | 27.690 | 8.562.048 | Aufgestockt | +8,2% | |
| Eagle Strategies LLC | 90.522 | 85.316 | 5.206 | 8.443.014 | Aufgestockt | +6,1% | |
| JANE STREET GROUP, LLC | 251.019 | 180.062 | 70.957 | 8.358.572 | Aufgestockt | +39,4% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| LPL Financial LLC | 5.659.698 | 5.011.913 | +12,9% | 204.196.090 | 11,37 | 17 Q |
| MORGAN STANLEY | 4.496.300 | 3.817.668 | +17,8% | 161.956.430 | 9,02 | 17 Q |
| BANK OF AMERICA CORP /DE/ | 6.016.184 | 5.263.465 | +14,3% | 125.844.886 | 7,01 | 14 Q |
| AMERIPRISE FINANCIAL INC | 1.219.137 | 1.223.221 | -0,3% | 97.300.893 | 5,42 | 17 Q |
| Intelligence Driven Advisers, LLC | 612.979 | 724.401 | -15,4% | 57.172.554 | 3,18 | 14 Q |
| ENVESTNET ASSET MANAGEMENT INC | 1.196.234 | 990.060 | +20,8% | 54.954.395 | 3,06 | 17 Q |
| NewEdge Advisors, LLC | 1.948.002 | 2.251.476 | -13,5% | 53.304.747 | 2,97 | 17 Q |
| RAYMOND JAMES FINANCIAL INC | 2.081.710 | 2.004.139 | +3,9% | 39.994.249 | 2,23 | 6 Q |
| WELLS FARGO & COMPANY/MN | 1.817.764 | 1.741.698 | +4,4% | 31.962.863 | 1,78 | 17 Q |
| Tanager Wealth Management LLP | 1.587.632 | 1.449.088 | +9,6% | 27.847.057 | 1,55 | 17 Q |
| Mirae Asset Global Investments Co., Ltd. | 1.200.055 | 2.232.555 | -46,2% | 27.486.441 | 1,53 | 17 Q |
| Private Advisor Group, LLC | 562.383 | 601.986 | -6,6% | 26.976.425 | 1,50 | 17 Q |
| GREAT VALLEY ADVISOR GROUP, INC. | 289.229 | 264.176 | +9,5% | 26.976.142 | 1,50 | 17 Q |
| State of Wisconsin - Board of Commissioners of Public Lands | 1.525.220 | 1.525.220 | 0,0% | 26.752.359 | 1,49 | 13 Q |
| MML INVESTORS SERVICES, LLC | 1.199.440 | 1.524.908 | -21,3% | 24.920.699 | 1,39 | 17 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 864.752 | 869.550 | -0,6% | 24.651.841 | 1,37 | 17 Q |
| SimpliFi, Inc. | 244.333 | 243.597 | +0,3% | 22.788.931 | 1,27 | 17 Q |
| Good Steward Wealth Advisors,LLC | 937.707 | 926.647 | +1,2% | 18.436.342 | 1,03 | 5 Q |
| Granite Bay Wealth Management, LLC | 815.457 | 769.129 | +6,0% | 18.398.022 | 1,02 | 14 Q |
| Flaharty Asset Management, LLC | 744.279 | 738.419 | +0,8% | 17.438.459 | 0,97 | 6 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 358 | 59,5 | 1.804 |
| 31.12.2025 | ✓ | 341 | 61,7 | 1.908 |
| 30.09.2025 | ✓ | 330 | 62,6 | 1.875 |
| 30.06.2025 | ✓ | 313 | 52,2 | 1.949 |
| 31.03.2025 | ✓ | 313 | 56,3 | 1.845 |
| 31.12.2024 | ✓ | 313 | 66,4 | 2.406 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Wealth Intelligence, LLC | 623.238 | 11.006.383 |
| Dougherty & Associates, LLC | 481.609 | 8.505.221 |
| Apella Capital, LLC | 254.565 | 4.495.610 |
| LARCH CAPITAL PARTNERS LLC | 167.160 | 2.952.046 |
| OLD MISSION CAPITAL LLC | 78.904 | 1.894.485 |
| RHODES INVESTMENT ADVISORS INC /ADV | 82.069 | 1.449.339 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 79.064 | 1.396.270 |
| Empowered Funds, LLC | 13.853 | 1.256.052 |
| Hyposwiss Advisors SA | 52.710 | 930.859 |
| Proficio Capital Partners LLC | 51.995 | 918.232 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 5.263.465 | 566.474 | +12.1 % | 111.816.411 |
| LPL Financial LLC | 5.011.913 | 503.561 | +11.2 % | 186.122.061 |
| UBS Group AG | 626.341 | 398.405 | +174.8 % | 11.275.043 |
| PRUDENT INVESTORS NETWORK, INC. | 2.112.367 | 312.746 | +17.4 % | 50.717.929 |
| RAYMOND JAMES FINANCIAL INC | 2.004.139 | 212.018 | +11.8 % | 38.643.526 |
| Tanager Wealth Management LLP | 1.449.088 | 162.742 | +12.7 % | 25.590.894 |
| AssuredPartners Investment Advisors, LLC | 140.653 | 119.929 | +578.7 % | 2.483.923 |
| Capital Square, LLC | 169.968 | 116.404 | +217.3 % | 3.001.637 |
| Mezzasalma Advisors, LLC | 110.614 | 98.854 | +840.6 % | 1.978.475 |
| MML INVESTORS SERVICES, LLC | 1.524.908 | 94.995 | +6.6 % | 30.801.557 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Private Advisor Group, LLC | 601.986 | -585.790 | -49.3 % | 27.478.886 |
| Ocean Park Asset Management, LLC | 24.100 | -115.200 | -82.7 % | 425.606 |
| Sumitomo Mitsui Trust Group, Inc. | 48.196 | -93.085 | -65.9 % | 851.141 |
| COMMONWEALTH EQUITY SERVICES, LLC | 869.550 | -64.709 | -6.9 % | 24.973.609 |
| FLOW TRADERS U.S. LLC | 58.227 | -64.303 | -52.5 % | 2.798 |
| Dynamic Advisor Solutions LLC | 122.198 | -59.850 | -32.9 % | 11.079.674 |
| MORGAN STANLEY | 3.817.668 | -40.872 | -1.1 % | 150.763.642 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 229.073 | -36.275 | -13.7 % | 11.336.960 |
| BARINGS LLC | 651.200 | -33.200 | -4.9 % | 15.589.728 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75.781 | -32.984 | -30.3 % | 2.067.243 |