CIC Wealth LLC Top Holdings 13F Filings - Holdings Channel
At 03/31/2024: $343,711. CIC Wealth LLC AUM history. CIC Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CIC Wealth LLC 13F filings. Link to 13F filings: SEC filings. As of 06/30/2024, below is a summary …
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CIC Wealth LLC Top Holdings 13F Filings - Holdings Channel
1 week from now
At 03/31/2024: $343,711. CIC Wealth LLC AUM history. CIC Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CIC Wealth LLC 13F filings. Link to 13F filings: SEC filings. As of 06/30/2024, below is a summary …
holdingschannel.com
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CIC WEALTH, LLC Top 13F Holdings - WhaleWisdom.com
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CIC WEALTH, LLC. CIC Wealth is based out of Rockville. CIC Wealth is a large advisory firm with 836 clients and discretionary assets under management (AUM) of $650,182,537 (Form ADV …
whalewisdom.com
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CIC Wealth, LLC 13F Filings
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Feb 15, 2023 · CIC Wealth, LLC reported 160 holdings with total value $363 M as of Q2 2024. ... CIC Wealth, LLC 13F Portfolio Filings Most recent 13F Q2 2024. Location Rockville, MD CIK …
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CIC Wealth, LLC Q3 2024 13F Top Portfolio Holdings
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Jul 12, 2024 · CIC Wealth, LLC reported 176 holdings with total value $387 M as of Q3 2024. Top holdings included VOO, AAPL, MSFT, NVDA, and VB. CIC Wealth, LLC Q3 2024 13F …
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CIC Wealth, LLC Q1 2024 13F Top Portfolio Holdings
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Jan 11, 2024 · CIC Wealth, LLC reported 161 holdings with total value $344 M as of Q1 2024. Top holdings included VOO, AAPL, MSFT, VB, and NVDA. CIC Wealth, LLC Q1 2024 13F …
13f.info
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CIC WEALTH, LLC Top 13F Holdings - WhaleWisdom.com
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CIC Wealth is a large advisory firm with 796 clients and discretionary assets under management (AUM) of $543,901,184 (Form ADV from 2023-11-17). Their last reported 13F filing for Q1 …
whalewisdomalpha.com
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Cic Wealth 13F Annual Report (2024) - Wallmine
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$358 billion Assets Under Management (AUM) As of 5th July 2024, Cic Wealth’s top holding is 163,474 shares of Vanguard Index Fds currently worth over $61.8 billion and making up …
wallmine.com
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CIC Wealth, LLC Q2 2024 13F Top Portfolio Holdings
1 week from now
CIC Wealth, LLC reported 160 holdings with total value $363 M as of Q2 2024. Top holdings included VOO, AAPL, MSFT, NVDA, and VB. CIC Wealth, LLC Q2 2024 13F Holdings ... Num …
13f.info
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