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Company Main View
Name:
1776 WEALTH LLC
City:
Atlanta
State:
GA
Zip:
30328
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$211,280,000
Total Value Change :
$9,574,000
Securities Held Change :
2
All Securities Held :
135
New Positions
:
5
Closed Positions
:
3
Increased Positions
:
18
Unchanged Positions
:
75
Decreased Positions
:
37
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
NKE
Nike Inc B
137
Closed
$92.79
$0
0
0%
-229,000
-2,108
0
Textile - Apparel Foo...
DOCU
Docusign Inc
136
Closed
$59.73
$0
0
0%
-219,000
-3,679
0
N/A
XOM
Exxon Mobil Corp
134
Closed
$117.67
$0
0
0%
-281,000
-2,814
0.002
Integrated Oil & Gas
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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