Lwm Advisory Services 13F annual report (2024) | wallmine GB

Lwm Advisory Services is an investment fund managing more than $117 billion ran by T. Ii. There are currently 69 companies in Ii’s portfolio. The largest investments include Spdr S&p 500 Etf …


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$117
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Lwm Advisory Services 13F Annual Report (2024) | Wallmine GB

1 week from now

Lwm Advisory Services is an investment fund managing more than $117 billion ran by T. Ii. There are currently 69 companies in Ii’s portfolio. The largest investments include Spdr S&p 500 Etf …

wallmine.com

$14
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Calamos Advisors 13F Annual Report (2024) | Wallmine

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Calamos Advisors 13F annual report Calamos Advisors is an investment fund managing more than $14.4 trillion ran by Jacqueline Sinker. There are currently 544 companies in Mrs. …

wallmine.com

$13
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Swm Advisors 13F Annual Report (2024) - Wallmine

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Recent trades. In the most recent 13F filing, Swm Advisors revealed that it had opened a new position in Ishares Tr and bought 264,761 shares worth $13.2 million. The investment fund …

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

$90
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Lwm Advisory Services 13F Annual Report (2023) | Wallmine GB

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Lwm Advisory Services is an investment fund managing more than $90 billion ran by T. Ii. There are currently 70 companies in Ii’s portfolio. The largest investments include Invesco Exch …

wallmine.com

$2.06
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Capstone Investment Advisors 13F Annual Report (2024) | Wallmine …

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$2.06 trillion Assets Under Management (AUM) As of 7th August 2024, Capstone Investment Advisors’s top holding is 685,382 shares of Spdr S&p 500 Etf Tr currently worth over $373 …

wallmine.com

$112
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Lwm Advisory Services 13F Annual Report (2024) | Wallmine

1 week from now

Lwm Advisory Services is an investment fund managing more than $112 billion ran by T. Ii. There are currently 70 companies in Ii’s portfolio. The largest investments include Invesco Exch Trd …

wallmine.com

$135
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LWM Advisory Services, LLC Q3 2024 13F Top Portfolio Holdings

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Aug 8, 2024  · LWM Advisory Services, LLC reported 93 holdings with total value $135 M as of Q3 2024. Top holdings included SPY, EELV, COWZ, AAPL, and PAVE ... LWM Advisory …

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$196
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Lowe Wealth Advisors 13F Annual Report (2024) | Wallmine

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$196 billion Assets Under Management (AUM) As of 2nd July 2024, Lowe Wealth Advisors’s top holding is 133,424 shares of Spdr Sp 500 Etf currently worth over $72.6 billion and making up …

wallmine.com

$103
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Blue Water Life Science Advisors, L.P. 13F Annual Report - Wallmine

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$103 billion Assets Under Management (AUM) As of 2nd August 2024, Blue Water Life Science Advisors, L.P.’s top holding is 503,094 shares of Natera Inc currently worth over $54.5 billion …

wallmine.com

$117
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Lwm Advisory Services 13F Annual Report (2024) | Wallmine

1 week from now

Lwm Advisory Services is an investment fund managing more than $117 billion ran by T. Ii. There are currently 69 companies in Ii’s portfolio. The largest investments include Spdr S&p 500 Etf …

wallmine.com

$737
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Awm Investment 13F Annual Report (2024) | Wallmine GB

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Awm Investment 13F annual report Awm Investment is an investment fund managing more than $737 billion ran by David Greenhouse. There are currently 112 companies in Mr. …

wallmine.com

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

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$231 billion Assets Under Management (AUM) As of 6th August 2024, Private Wealth Management’s top holding is 3,486,689 shares of Dimensional Etf Trust currently worth over …

wallmine.com

$18
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Cwm 13F Annual Report (2024) | Wallmine

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Cwm 13F annual report Cwm is an investment fund managing more than $18.4 billion ran by James Clements. There are currently 3658 companies in Mr. Clements’s portfolio. The largest …

wallmine.com


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