Advisory 13F annual report (2024) | wallmine

Advisory 13F Annual Report (2024) | Wallmine

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Advisory 13F annual report Advisory is an investment fund managing more than $556 billion ran by Steven Rife. There are currently 67 companies in Mr. Rife’s portfolio. The largest …

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Wallace Advisory 13F Annual Report (2024) | Wallmine

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As of 5th April 2024, Wallace Advisory’s top holding is 116,468 shares of Merck Co Inc currently worth over $12.7 billion and making up 9.6% of the portfolio value. In addition, the fund holds …

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Gm Advisory 13F Annual Report (2024) - Wallmine

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Gm Advisory 13F annual report Gm Advisory is an investment fund managing more than $1.55 trillion ran by Michael Priore. There are currently 185 companies in Mr. Priore’s portfolio. The …

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O'keefe Stevens Advisory 13F Annual Report (2024) | Wallmine

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As of 3rd July 2024, O'keefe Stevens Advisory’s top holding is 510,052 shares of NVIDIA Corp currently worth over $63 billion and making up 21.1% of the portfolio value. Relative to the …

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Seven Mile Advisory 13F Annual Report (2024) | Wallmine

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In the most recent 13F filing, Seven Mile Advisory revealed that it had opened a new position in Altria and bought 6,006 shares worth $274 million. This means they effectively own …

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Atmos Advisory 13F Annual Report (2024) | Wallmine

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As of 3rd July 2024, Atmos Advisory’s top holding is 213,129 shares of Vanguard Bd Index Fds currently worth over $15.4 billion and making up 12.0% of the portfolio value. In addition, the …

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Atmos Advisory 13F Annual Report (2024) | Wallmine

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Atmos Advisory 13F annual report ... As of 3rd July 2024, Atmos Advisory’s top holding is 213,129 shares of Vanguard Bd Index Fds currently worth over $15.4 billion and making up 12.0% of …

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Grunden Advisory 13F Annual Report (2024) | Wallmine

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Grunden Advisory 13F annual report Grunden Advisory is an investment fund managing more than $192 billion ran by David Ragan. ... (AUM) As of 2nd August 2024, Grunden Advisory’s …

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Elwood & Goetz Wealth Advisory 13F Annual Report (2024)

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In the most recent 13F filing, Elwood & Goetz Wealth Advisory revealed that it had opened a new position in Etfis Ser Tr I and bought 251,742 shares worth $5.62 billion. The investment fund …

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Worth Advisory 13F Annual Report (2024) | Wallmine CA

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Worth Advisory 13F annual report Worth Advisory is an investment fund managing more than $125 billion ran by Glen Wright. There are currently 84 companies in Mr. Wright’s portfolio. …

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Kemnay Advisory Services 13F Annual Report (2024) | Wallmine

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Kemnay Advisory Services closed its position in Uber Technologies Inc on 14th August 2024. It sold the previously owned 192,634 shares for $11.9 billion. Chad Livingston also disclosed a …

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Global Wealth Management Investment Advisory 13F Annual …

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$416 billion Assets Under Management (AUM) As of 29th July 2024, Global Wealth Management Investment Advisory’s top holding is 771,698 shares of Vanguard Scottsdale Fds currently …

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Brightwater Advisory 13F Annual Report (2024) | Wallmine

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$129 billion Assets Under Management (AUM) As of 3rd September 2024, Brightwater Advisory’s top holding is 946,790 shares of Schwab Strategic Tr currently worth over $42.9 billion and …

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Members Advisory 13F Annual Report (2024) | Wallmine

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Members Advisory 13F annual report Members Advisory is an investment fund managing more than $163 billion ran by Cheryl Fluker. ... (AUM) As of 2nd February 2024, Members …

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Brown Advisory 13F Annual Report (2024) | Wallmine

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As of 18th July 2024, Brown Advisory’s top holding is 938,525 shares of Spdr Ser Tr currently worth over $57.3 billion and making up 44.1% of the portfolio value. In addition, the fund holds …

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Bridge Advisory 13F Annual Report (2024) | Wallmine

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As of 16th July 2024, Bridge Advisory’s top holding is 202,760 shares of Ishares Tr currently worth over $22.1 billion and making up 11.7% of the portfolio value. In addition, the fund holds …

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Paladin Advisory 13F Annual Report (2024) | Wallmine

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Paladin Advisory 13F annual report Paladin Advisory is an investment fund managing more than $124 billion ran by Bradley Cpa. There are currently 152 companies in Mr. Cpa’s portfolio. The …

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