Global Private Client 13F annual report (2024) - wallmine

According to the last 13-F report filed with the SEC, Geoffrey Frazier serves as the Chief Compliance Officer at Global Private Client. Recent trades In the most recent 13F filing, Global …


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Global Private Client 13F Annual Report (2024) – Wallmine.com

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$94.5 billion Assets Under Management (AUM) As of 8th May 2024, Global Private Client’s top holding is 85,817 shares of Vanguard Total International Bond Etf currently worth ove

wallmine.com

$156
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Private Client Services 13F Annual Report (2024) – Wallmine.com

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Private Client Services 13F annual report Private Client Services is an investment fund managing more than $156 billion ran by John Taylor-jones. ... As of 22nd July 2024, Private Client …

wallmine.com

$210
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Forum Private Client 13F Annual Report (2024) – Wallmine.com

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$210 billion Assets Under Management (AUM) As of 6th August 2024, Forum Private Client’s top holding is 475,355 shares of J P Morgan Exchange Traded F currently worth over $22.1 billion …

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$1.58
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Global Private Capital, Inc 13F Annual Report (2024) - Wallmine

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Global Private Capital, Inc 13F annual report Global Private Capital, Inc is an investment fund managing more than $1.58 billion ran by Lewis Jr.. There are currently 384 companies in Mr. …

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$147
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Private Client Services 13F Annual Report (2024) – Wallmine.com

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Private Client Services 13F annual report Private Client Services is an investment fund managing more than $147 billion ran by John Taylor-jones. There are currently 80 companies in Mr. …

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$207
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Forum Private Client 13F Annual Report (2024) – Wallmine.com

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Forum Private Client 13F annual report Forum Private Client is an investment fund managing more than $207 billion ran by Gery Sadzewicz. There are currently 34 companies in Mr. …

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$3.18
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Td Private Client Wealth 13F Annual Report (2024) – Wallmine.com

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$3.18 trillion Assets Under Management (AUM) As of 7th August 2024, Td Private Client Wealth’s top holding is 360,509 shares of Spdr S&p 500 Etf Tr Tr Unit currently worth over

wallmine.com

$2.62
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Td Private Client Wealth 13F Annual Report (2024) - Wallmine

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In the most recent 13F filing, Td Private Client Wealth revealed that it had opened a new position in Lazard and bought 68,570 shares worth $2.62 billion . This means they effectively own …

wallmine.com

$175
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Forum Private Client 13F Annual Report (2024) – Wallmine.com

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Forum Private Client 13F annual report ... $175 billion Assets Under Management (AUM) As of 1st November 2023, Forum Private Client’s top holding is 148,562 shares of Vanguard …

wallmine.com

$15
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Forum Private Client 13F Annual Report (2024) – Wallmine.com

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Forum Private Client 13F annual report ... As of 1st November 2023, Forum Private Client’s top holding is 148,562 shares of Vanguard Whitehall Fds currently worth over $15.8 billion and …

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6%
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Capital Private Client Services 13F Annual Report (2024) - Wallmine

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As of 6th August 2024, Capital Private Client Services’s top holding is 17,106,522 shares of Capital Group Growth Etf currently worth over $563 billion and making up 5.6% of the portfolio …

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4%
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Tiger Global Management 13F Annual Report (2024) | Wallmine

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As of 7th August 2024, Tiger Global Management’s top holding is 7,465,139 shares of Meta Platforms Inc currently worth over $3.76 trillion and making up 17.4% of the portfolio value. …

wallmine.com

$210
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Forum Private Client 13F Annual Report (2024) – Wallmine.com

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Forum Private Client 13F annual report Forum Private Client is an investment fund managing more than $210 billion ran by Gery Sadzewicz. There are currently 36 companies in Mr. …

wallmine.com

$3.18
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Par Capital Management Inc 13F Annual Report (2024) | Wallmine

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Par Capital Management Inc 13F annual report. Par Capital Management Inc is an investment fund managing more than $3.18 trillion ran by Steven Smith. There are currently 49 companies …

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$231
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Private Wealth Management 13F Annual Report (2024) | Wallmine

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Private Wealth Management 13F annual report Private Wealth Management is an investment fund managing more than $231 billion ran by Alan Gilmore. ... As of 6th August 2024, Private …

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$1.58
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Global Private Capital, Inc 13F Annual Report (2024) - Wallmine

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$1.58 billion Assets Under Management (AUM) As of 7th October 2020, Global Private Capital, Inc’s top holding is 1,044,414 shares of J P Morgan Exchange-traded F Ultra Shrt Inc

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$386
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Private Capital 13F Annual Report (2024) - Wallmine

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Private Capital 13F annual report. Private Capital is an investment fund managing more than $386 million ran by Benjamin Kille. There are currently 2143 companies in Mr. Kille’s portfolio. The …

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