Capital Wealth Planning 13F annual report (2024) | wallmine

Capital Wealth Planning 13F Annual Report (2024) | Wallmine

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As of 2nd August 2024, Capital Wealth Planning’s top holding is 1,216,350 shares of Microsoft currently worth over $544 billion and making up 5.7% of the portfolio value.Relative to the …

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Capital Wealth Planning 13F Annual Report (2024) | Wallmine GB

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Capital Wealth Planning 13F annual report Capital Wealth Planning is an investment fund managing more than $9.35 trillion ran by Louis Albenga. There are currently 132 companies in …

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Capital Planning 13F Annual Report (2024) | Wallmine

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Capital Planning is an investment fund managing more than $307 billion ran by Michael Miller. There are currently 81 companies in Mr. Miller’s portfolio. The largest investments include …

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CAPITAL WEALTH PLANNING, LLC Top 13F Holdings

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Capital Wealth Planning is a large advisory firm with 10686 clients and discretionary assets under management (AUM) of $9,242,682,912 (Form ADV from 2024-02-26). Their last reported 13F …

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Capital Wealth Alliance 13F Annual Report (2024) | Wallmine

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$152 billion Assets Under Management (AUM) As of 17th July 2024, Capital Wealth Alliance’s top holding is 2,187,223 shares of Sprott Physical Silver Tr currently worth over $21.7 billion and …

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

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Capital Wealth Planning 13F annual report Capital Wealth Planning is an investment fund managing more than $7.39 trillion ran by Louis Albenga. There are currently 131 companies in …

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Capital Planning Advisors 13F Annual Report (2024) | Wallmine

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Capital Planning Advisors 13F annual report Capital Planning Advisors is an investment fund managing more than $477 billion ran by Lawrence Hansen. There are currently 101 …

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Capital World Investors 13F Annual Report - Wallmine

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Capital World Investors closed its position in Pioneer Nat Res Co on 13th August 2024. It sold the previously owned 3,205,171 shares for $841 billion. Alan Berro also disclosed a decreased …

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Wealthone 13F Annual Report (2024) | Wallmine

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In the most recent 13F filing, Wealthone revealed that it had opened a new position in Globus Med Inc and bought 5,082 shares worth $252 million . The investment fund also strengthened …

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Capital Planning 13F Annual Report (2024) | Wallmine

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Capital Planning is an investment fund managing more than $307 billion ran by Michael Miller. There are currently 81 companies in Mr. Miller’s portfolio. The largest investments include …

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Capital Wealth Management 13F Annual Report (2023) | Wallmine

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$129 million Assets Under Management (AUM) As of 26th January 2023, Capital Wealth Management’s top holding is 272,846 shares of Vanguard Index Fds currently worth over …

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Capstone Wealth Management Group 13F Annual Report (2024)

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Capstone Wealth Management Group closed its position in Spdr Ser Tr on 9th August 2024. It sold the previously owned 158,975 shares for $4.44 billion. Bryan Kupchik also disclosed a …

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Envision Planning 13F Annual Report (2024) | Wallmine

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$114 billion Assets Under Management (AUM) As of 16th January 2024, Envision Planning’s top holding is 1,610,318 shares of Dimensional Etf Trust currently worth over $52.6 billion and …

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Walleye Capital 13F Annual Report (2024) | Wallmine GB

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As of 7th August 2024, Walleye Capital’s top holding is 728,146 shares of Amazon.com currently worth over $141 billion and making up 1.6% of the portfolio value. Relative to the number of …

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Waller Financial Planning Group, Inc 13F Annual Report (2024)

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$372 billion Assets Under Management (AUM) As of 25th June 2024, Waller Financial Planning Group, Inc’s top holding is 2,913,054 shares of Spdr Ser Tr currently worth over $125 billion …

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Investments & Planning 13F Annual Report (2024) | Wallmine

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$149 billion Assets Under Management (AUM) As of 11th July 2024, Investments & Planning’s top holding is 225,682 shares of Vanguard Index Fds currently worth over $50.4 billion and …

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Wall Capital 13F Annual Report (2024) - Wallmine

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Recent trades. In the most recent 13F filing, Wall Capital revealed that it had opened a new position in Select Sector Spdr Tr and bought 463,369 shares worth $36.3 billion. The …

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