Stammdaten
Unternehmen & Branche
| Name | Curated Wealth Partners LLC |
|---|---|
| Ticker | |
| CIK | 0001781284 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| WJ Interests, LLC | 611,971 | 0 | 611,971 | 15,204,419 | Neu | +100,0% | |
| Curated Wealth Partners LLC | 364,583 | 0 | 364,583 | 9,057,925 | Neu | +100,0% | |
| Jacksonville Wealth Management, LLC | 255,994 | 0 | 255,994 | 6,360,174 | Neu | +100,0% | |
| AVAII WEALTH MANAGEMENT, LLC | 156,713 | 0 | 156,713 | 3,893,546 | Neu | +100,0% | |
| CORRADO ADVISORS, LLC | 83,151 | 0 | 83,151 | 2,065,887 | Neu | +100,0% | |
| Hubbell Strickland Wealth Management, LLC | 52,585 | 0 | 52,585 | 1,306,474 | Neu | +100,0% | |
| Cushing Capital Partners, LLC | 43,721 | 0 | 43,721 | 1,086,248 | Neu | +100,0% | |
| Signal Advisors Wealth, LLC | 38,253 | 0 | 38,253 | 950,407 | Neu | +100,0% | |
| Pallas Capital Advisors LLC | 36,715 | 0 | 36,715 | 912,196 | Neu | +100,0% | |
| Pettinga Financial Advisors LLC | 20,427 | 0 | 20,427 | 507,509 | Neu | +100,0% | |
| WHITTIER TRUST CO OF NEVADA INC | 5,049 | 0 | 5,049 | 125,190 | Neu | +100,0% | |
| WHITTIER TRUST CO | 4,523 | 0 | 4,523 | 112,148 | Neu | +100,0% | |
| UBS Group AG | 2,100 | 0 | 2,100 | 52,175 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| WJ Interests, LLC | 611,971 | 15,204,419 | 36.52 |
| Curated Wealth Partners LLC | 364,583 | 9,057,925 | 21.76 |
| Jacksonville Wealth Management, LLC | 255,994 | 6,360,174 | 15.28 |
| AVAII WEALTH MANAGEMENT, LLC | 156,713 | 3,893,546 | 9.35 |
| CORRADO ADVISORS, LLC | 83,151 | 2,065,887 | 4.96 |
| Hubbell Strickland Wealth Management, LLC | 52,585 | 1,306,474 | 3.14 |
| Cushing Capital Partners, LLC | 43,721 | 1,086,248 | 2.61 |
| Signal Advisors Wealth, LLC | 38,253 | 950,407 | 2.28 |
| Pallas Capital Advisors LLC | 36,715 | 912,196 | 2.19 |
| Pettinga Financial Advisors LLC | 20,427 | 507,509 | 1.22 |
| WHITTIER TRUST CO OF NEVADA INC | 5,049 | 125,190 | 0.30 |
| WHITTIER TRUST CO | 4,523 | 112,148 | 0.27 |
| UBS Group AG | 2,100 | 52,175 | 0.13 |