180 Wealth Advisors 13F annual report (2024) | wallmine

180 Wealth Advisors 13F Annual Report (2024) | Wallmine

1 week from now

180 Wealth Advisors 13F annual report 180 Wealth Advisors is an investment fund managing more than $612 billion ran by Richard Buchan. There are currently 377 companies in Mr. …

wallmine.com

Valued Wealth Advisors 13F Annual Report (2024) | Wallmine

1 week from now

$141 billion Assets Under Management (AUM) As of 23rd April 2024, Valued Wealth Advisors’s top holding is 2,046,142 shares of Dimensional Etf Trust currently worth over $74.8 billion and …

wallmine.com

Redmont Wealth Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Redmont Wealth Advisors 13F annual report Redmont Wealth Advisors is an investment fund managing more than $63.6 billion ran by James Langer. There are currently 339 companies in …

wallmine.com

180 WEALTH ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

1 week from now

180 Wealth Advisors is based out of Federal Way. 180 Wealth Advisors is a large advisory firm with 1640 clients and discretionary assets under management (AUM) of $565,000,000 (Form …

whalewisdom.com

Watchtower Advisors, L.P. 13F Annual Report (2024) | Wallmine

1 week from now

As of 7th August 2024, Watchtower Advisors, L.P.’s top holding is 27,720 shares of Broadcom Inc currently worth over $44.5 billion and making up 28.7% of the portfolio value. Relative to the …

wallmine.com

Jfs Wealth Advisors 13F Annual Report (2024) | Wallmine

1 week from now

$1.26 trillion Assets Under Management (AUM) As of 8th July 2024, Jfs Wealth Advisors’s top holding is 10,483,907 shares of Dimensional Etf Trust currently worth over $348 billion and …

wallmine.com

Arete Wealth Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Recent trades. In the most recent 13F filing, Arete Wealth Advisors revealed that it had opened a new position in Proshares Tr and bought 688,421 shares worth $9.96 billion. The investment …

wallmine.com

Herald Investment Management Ltd 13F Annual Report (2024)

1 week from now

$610 billion Assets Under Management (AUM) As of 2nd August 2024, Herald Investment Management Ltd’s top holding is 85,300 shares of Super Micro Computer Inc currently worth …

wallmine.com

Teramo Advisors 13F Annual Report (2024) | Wallmine

1 week from now

$200 billion Assets Under Management (AUM) As of 31st July 2024, Teramo Advisors’s top holding is 340,000 shares of Spdr S&p 500 Etf Tr currently worth over $185 billion and making …

wallmine.com

Bordeaux Wealth Advisors 13F Annual Report - Wallmine

1 week from now

$297 billion Assets Under Management (AUM) As of 22nd April 2024, Bordeaux Wealth Advisors’s top holding is 57,801 shares of NVIDIA Corp currently worth over $52.2 billion and …

wallmine.com

Meridian Wealth Advisors 13F Annual Report (2024) | Wallmine

1 week from now

$559 billion Assets Under Management (AUM) As of 26th July 2024, Meridian Wealth Advisors’s top holding is 2,677,490 shares of Atlas Energy Solutions Inc currently worth over $53.4 billion …

wallmine.com

Cynosure 13F Annual Report (2024) | Wallmine

1 week from now

Cynosure 13F annual report ... $612 billion Assets Under Management (AUM) As of 6th August 2024, Cynosure’s top holding is 2,033,859 shares of Ishares Tr currently worth over $235 …

wallmine.com

Hhlr Advisors, Ltd 13F Annual Report (2024) | Wallmine IN

1 week from now

As of 7th August 2024, Hhlr Advisors, Ltd’s top holding is 8,892,447 shares of PDD Inc currently worth over $1.18 trillion and making up 29.2% of the portfolio value. Relative to the number of …

wallmine.com

Rovida Advisors 13F Annual Report (2024) | Wallmine

1 week from now

$280 billion Assets Under Management (AUM) As of 6th August 2024, Rovida Advisors’s top holding is 1,793,437 shares of Bank Of Nt Butterfield&son L currently worth over $62.9 billion …

wallmine.com

Passaic Partners 13F Annual Report (2024) | Wallmine

1 week from now

$680 billion Assets Under Management (AUM) As of 7th August 2024, Passaic Partners’s top holding is 560,543 shares of Spdr S&p 500 Etf Tr currently worth over $305 billion and making …

wallmine.com

Elm Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Elm Advisors 13F annual report Elm Advisors is an investment fund managing more than $180 million ran by Hasina Khan. There are currently 90 companies in Mrs. Khan’s portfolio. The …

wallmine.com