Elm Advisors 13F annual report (2024) - wallmine

Elm Advisors closed its position in Vanguard Intermediate-term Bond Index Fund on 11th January 2022. It sold the previously owned 3,074 shares for $275 thousand. Hasina Khan also …


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$275
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Elm Advisors 13F Annual Report (2024) - Wallmine

1 week from now

Elm Advisors closed its position in Vanguard Intermediate-term Bond Index Fund on 11th January 2022. It sold the previously owned 3,074 shares for $275 thousand. Hasina Khan also …

wallmine.com

$488
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Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Advisors 13F annual report Advisors is an investment fund managing more than $488 billion ran by Robert Miller. There are currently 52 companies in Mr. Miller’s portfolio. The largest …

wallmine.com

$1
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Elm Partners Management 13F Annual Report (2024) | Wallmine

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Elm Partners Management 13F annual report Elm Partners Management is an investment fund managing more than $1.1 trillion ran by James White. There are currently 17 companies in Mr. …

wallmine.com

$630
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Lm Advisors 13F Annual Report (2024) – Wallmine.com

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$630 million Assets Under Management (AUM) As of 8th May 2024, Lm Advisors’s top holding is 123,699 shares of Vanguard Index Fds S&p 500 Etf Shs currently worth over $59.2 milli

wallmine.com

$118
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White Elm Capital 13F Annual Report (2024) | Wallmine

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White Elm Capital 13F annual report White Elm Capital is an investment fund managing more than $118 million ran by Matthew Iorio. ... together worth $17.6 million. $118 million Assets …

wallmine.com

$1.66
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Altman Advisors 13F Annual Report (2024) | Wallmine

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In the most recent 13F filing, Altman Advisors revealed that it had opened a new position in Textron and bought 21,198 shares worth $1.66 billion . This means they effectively own …

wallmine.com

$6.25
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Elm Ridge Management 13F Annual Report (2024) | Wallmine

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Elm Ridge Management 13F annual report ... As of 8th May 2024, Elm Ridge Management’s top holding is 71,954 shares of Aercap Holdings Nv currently worth over $6.25 billion and making …

wallmine.com

$1.26
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Elm Partners Management 13F Annual Report (2024) | Wallmine

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Elm Partners Management 13F annual report Elm Partners Management is an investment fund managing more than $1.26 trillion ran by James White. There are currently 20 companies in …

wallmine.com

$200
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Teramo Advisors 13F Annual Report (2024) | Wallmine

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$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

$61
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Lm Advisors 13F Annual Report (2024) | Wallmine

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Lm Advisors 13F annual report Lm Advisors is an investment fund managing more than $61.8 billion ran by Jonathan Chatfield. There are currently 189 companies in Mr. Chatfield’s …

wallmine.com

$2.35
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Tiedemann Advisors 13F Annual Report (2024) | Wallmine GB

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Tiedemann Advisors 13F annual report Tiedemann Advisors is an investment fund managing more than $2.35 trillion ran by Whitney Lewis. There are currently 188 companies in Mr. …

wallmine.com

$180
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Elm Advisors 13F Annual Report (2024) | Wallmine

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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 largest investments include Vanguard …

wallmine.com

$130
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Pillar Wealth Advisors 13F Annual Report (2024) | Wallmine

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$130 billion Assets Under Management (AUM) As of 29th January 2024, Pillar Wealth Advisors’s top holding is 563,224 shares of Schwab Strategic Tr currently worth over $34.3 billion and …

wallmine.com

$3.26
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Mutual Advisors 13F Annual Report (2024) | Wallmine

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Mutual Advisors 13F annual report Mutual Advisors is an investment fund managing more than $3.26 trillion ran by Lindsay Rider. There are currently 656 companies in Mrs. Rider’s portfolio. …

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7%
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Calamos Advisors 13F Annual Report (2024) | Wallmine

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As of 18th July 2024, Calamos Advisors’s top holding is 2,472,882 shares of Microsoft currently worth over $1.11 trillion and making up 7.7% of the portfolio value. Relative to the number of …

wallmine.com

$12
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Rovida Advisors 13F Annual Report (2024) | Wallmine

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Rovida Advisors closed its position in NextEra Inc on 13th August 2024. It sold the previously owned 200,000 shares for $12.8 billion. Clive Mackintosh also disclosed a decreased stake in …

wallmine.com

$26
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Passaic Partners 13F Annual Report (2024) - Wallmine

1 week from now

In the most recent 13F filing, Passaic Partners revealed that it had opened a new position in Spdr S&p Midcap 400 Etf Tr and bought 50,258 shares worth $26.9 billion. On the other hand, …

wallmine.com


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