Envision Planning 13F annual report (2024) | wallmine

Envision Planning 13F Annual Report (2024) | Wallmine

1 week from now

$124 billion Assets Under Management (AUM) As of 23rd April 2024, Envision Planning’s top holding is 1,768,673 shares of Dimensional Etf Trust currently worth over $61 billion and …

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Envision Planning 13F Annual Report (2024) | Wallmine CA

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Envision Planning 13F annual report ... 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 making up …

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Envision Planning 13F Annual Report (2024) | Wallmine

1 week from now

$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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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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Plan 13F Annual Report (2024) | Wallmine

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Recent trades. In the most recent 13F filing, Plan revealed that it had opened a new position in Vici Pptys Inc and bought 34,797 shares worth $997 million. The investment fund also …

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

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Investments & Planning 13F annual report ... 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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Plan 13F Annual Report (2024) | Wallmine GB

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Plan 13F annual report Plan is an investment fund managing more than $114 billion ran by Ian Meiksins. There are currently 68 companies in Mr. Meiksins’s portfolio. The largest …

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Cornerstone Planning 13F Annual Report (2024) | Wallmine

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Cornerstone Planning 13F annual report Cornerstone Planning is an investment fund managing more than $349 billion ran by Alan Gilmore. There are currently 1262 companies in Mr. …

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Strategic Planning 13F Annual Report (2024) | Wallmine

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Strategic Planning 13F annual report Strategic Planning is an investment fund managing more than $109 billion ran by David Tenerelli. There are currently 16 companies in Mr. Tenerelli’s …

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Retirement Planning 13F Annual Report (2024) | Wallmine

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$1.56 trillion Assets Under Management (AUM) As of 5th July 2024, Retirement Planning’s top holding is 1,281,260 shares of Invesco Exchange Traded Fd T currently worth over $131 …

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Retirement Planning 13F Annual Report (2024) | Wallmine

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Retirement Planning 13F annual report Retirement Planning is an investment fund managing more than $1.56 trillion ran by Alexis Barling. There are currently 124 companies in Mr. …

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Essential Planning, 13F Annual Report (2024) | Wallmine GB

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Essential Planning, 13F annual report Essential Planning, is an investment fund managing more than $198 billion ran by Hunter Lord. There are currently 35 companies in Mr. Lord’s portfolio. …

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Esg Planning 13F Annual Report (2024) | Wallmine

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Esg Planning 13F annual report Esg Planning is an investment fund managing more than $93.9 billion ran by James Rukstalis. There are currently 14 companies in Mr. Rukstalis’s portfolio. ...

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Essential Planning, 13F Annual Report (2024) | Wallmine

1 week from now

$227 billion Assets Under Management (AUM) As of 7th August 2024, Essential Planning,’s top holding is 746,397 shares of Vanguard Bd Index Fds currently worth over $54.1 billion and …

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Stonebridge Planning 13F Annual Report (2024) | Wallmine IN

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Stonebridge Planning 13F annual report Stonebridge Planning is an investment fund managing more than $164 billion ran by Dianne Webb. There are currently 69 companies in Mrs. Webb’s …

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Strategic Planning 13F Annual Report (2024) | Wallmine

1 week from now

$134 billion Assets Under Management (AUM) As of 15th April 2024, Strategic Planning’s top holding is 1,537,982 shares of Schwab Strategic Tr currently worth over $62.5 billion and …

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Plan 13F Annual Report (2024) | Wallmine

1 week from now

Plan 13F annual report Plan is an investment fund managing more than $164 billion ran by Nicole Goff. There are currently 76 companies in Mrs. Goff’s portfolio.

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Capital Planning 13F Annual Report (2024) | Wallmine

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Capital Planning 13F annual report 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. …

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Stonebridge Planning 13F Annual Report (2024) | Wallmine

1 week from now

Stonebridge Planning 13F annual report Stonebridge Planning is an investment fund managing more than $189 billion ran by Dianne Webb. There are currently 71 companies in Mrs. Webb’s …

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