1776 Wealth LLC Purchases in Q3 2024

1776 Wealth LLC

  • $213 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KBH
Kb Home

Consumer Cyclical
2
+ 0.01%
$65.35 - $89.63 $131 - $179
35.3K $3.02M
META
Meta Platforms, Inc.

Communication Services
492
New
$453.41 - $572.44 $223K - $282K
492 $281K
ABBV
Abb Vie Inc.

Healthcare
1.23K
New
$163.84 - $199.33 $201K - $244K
1.23K $242K
FFIV
F5, Inc.

Technology
1K
New
$170.44 - $223.6 $170K - $224K
1K $220K
NKE
Nike, Inc.

Consumer Cyclical
2.37K
New
$71.09 - $89.44 $169K - $212K
2.37K $209K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
3.08K
+ 5.65%
$13.23 - $16.63 $40.8K - $51.3K
57.7K $901K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1.12K
+ 1.55%
$42.73 - $44.94 $47.9K - $50.4K
73.4K $3.3M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.37K
+ 4.3%
$44.46 - $48.11 $60.9K - $65.9K
33.2K $1.6M
CB
Chubb LTD

Financial Services
1
+ 0.04%
$252.51 - $292.2 $253 - $292
2.7K $779K
FDN
First Tr Fd Dow Jones

ETFs
159
+ 2.36%
$183.68 - $212.48 $29.2K - $33.8K
6.89K $1.46M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$194.9 - $224.8 $195 - $225
3.65K $769K
EPD
Enterprise Products Partners L.P.

Energy
38
+ 0.08%
$27.88 - $30.0 $1.06K - $1.14K
46K $1.34M
NGLPRB
Ngl Energy Partners
10.6K
New
N/A
10.6K $0
Nexpoint Real Estate Finance Ic Cum Red Pfd B
61.2K
New
N/A
61.2K $0
Flaherty & Crumrine Dynamic Pf Shs
45
+ 0.07%
N/A
63.9K $0
DBRGPRH
Digitalbridge Group Inc 7.125%
7.25K
+ 70.79%
N/A
17.5K $0
WM
Waste Management Inc

Industrials
1
+ 0.07%
$196.96 - $223.45 $197 - $223
1.36K $282K
SNPS
Synopsys Inc

Technology
60
+ 1.57%
$463.97 - $621.3 $27.8K - $37.3K
3.89K $1.97M
Activity Summary
Buys All Purchases 19 New Holdings 6 Increased Positions 13 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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