Axim Planning & Wealth Q3 2023 13F Top Portfolio Holdings

Axim Planning & Wealth Q3 2023 13F Top Portfolio Holdings

1 week from now

Jul 19, 2023  · Axim Planning & Wealth reported 28 holdings with total value $113 M as of Q3 2023. Top holdings included EH, KWEB, CCL, PG, and MSFT. Axim Planning & Wealth Q3 …

13f.info

AXIM PLANNING & WEALTH Top 13F Holdings - WhaleWisdom.com

1 week from now

Axim Planning & Wealth is based out of Springboro. Axim Planning & Wealth is a large advisory firm with 217 clients and discretionary assets under management (AUM) of $129,314,000 …

whalewisdom.com

Axim Planning & Wealth 13F Filings And Top Holdings And Stakes

1 week from now

Oct 13, 2022  · Latest statistics and disclosures from Axim Planning & Wealth's latest quarterly 13F-HR filing: Top 5 stock holdings are ... , HPF, PG, and represent 94.43% of Axim Planning …

stockzoa.com

Diving Into A Detailed History: Axim Planning & Wealth's Quarterly …

1 week from now

Top 10 Holdings (Most Recent Quarter) Company Value Weight; EHANG HLDGS LTD: $65.6M: 60%: KRANESHARES TR: $26M: ... Axim Planning & Wealth's Quarterly 13F Quarterly Filings …

smartmoniez.com

Axim Planning & Wealth Q3 2024 13F Top Portfolio Holdings

1 week from now

Jul 29, 2024  · Axim Planning & Wealth reported 35 holdings with total value $88.8 M as of Q3 2024. Top holdings included EH, HPF, CCL, PG, and MSFT ... PG, and MSFT. Axim Planning …

13f.info

Axim Planning & Wealth Q4 2023 13F Top Portfolio Holdings

1 week from now

Nov 1, 2023  · Axim Planning & Wealth reported 28 holdings with total value $109 M as of Q4 2023. Top holdings included EH, KWEB, CCL, HPF, and PG ... HPF, and PG. Axim Planning …

13f.info

Axim Planning & Wealth 13F Annual Report (2023) | Wallmine GB

1 week from now

$113 billion Assets Under Management (AUM) As of 25th October 2023, Axim Planning & Wealth’s top holding is 3,746,916 shares of Ehang Hldgs Ltd currently worth over $67.5 billion …

wallmine.com

Axim Planning & Wealth Latest Trades, 13F, 13D/G - GuruFocus

1 week from now

Detailed information regarding Axim Planning & Wealth's latest trades and stock picks. ... Current Holdings: 27Stocks(7 new) Top holdings: EH(76.35%) HPF(7.49%) CCL(5.97%) …

gurufocus.com

Axim Planning & Wealth 13F Annual Report (2024) - Wallmine

1 week from now

In the most recent 13F filing, Axim Planning & Wealth revealed that it had opened a new position in Pimco Etf Tr and bought 3,725 shares worth $339 million. The investment fund also …

wallmine.com