Mount Yale Asset Management LLC | AUM 13F

Mount Yale Asset Management LLC | AUM 13F

1 week from now

Mount Yale Asset Management LLC CRD # 116578: SEC # 801-63221: CIK # AUM: Employees: 24 (58% Investors, 0% Brokers)

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Mount Yale Investment Advisors LLC AUM - Holdingschannel.com

1 week from now

This represents an AUM growth over that time frame, of $835,753,000, for Mount Yale Investment Advisors LLC AUM. Mount Yale Investment Advisors LLC AUM History. Below is our complete …

holdingschannel.com

Mount Yale Investment Advisors, LLC Q3 2024 13F Top Portfolio …

1 week from now

Mount Yale Investment Advisors, LLC reported 543 holdings with total value $1.04 B as of Q3 2024. Top holdings included AAPL, IVV, MSFT, GOOGL, and JPIE. Mount Yale Investment …

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Mount Yale Investment Advisors, LLC Q2 2022 13F Top Portfolio …

1 week from now

Mount Yale Investment Advisors, LLC reported 453 holdings with total value $794 M as of Q2 2022. Top holdings included AAPL, IVV, GOOGL, MSFT, and SHW. Mount Yale Investment …

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Mount Yale Investment Advisors 13F Annual Report - Wallmine

1 week from now

$916 billion Assets Under Management (AUM) As of 4th October 2023, Mount Yale Investment Advisors’s top holding is 980,238 shares of Apple Inc currently worth over $168 billion

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Mount Yale Investment Advisors, LLC Q4 2020 13F Top Portfolio …

1 week from now

Mount Yale Investment Advisors, LLC Q4 2020 13F Holdings Location Denver, CO Holdings as of 12/31/2020 Value ($000) $712,536 Num holdings 397 Date filed 2/12/2021 Form type 13F-HR …

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MOTLEY FOOL ASSET MANAGEMENT LLC Top 13F Holdings

1 week from now

Motley Fool Asset Management is a large advisory firm with 6 clients and discretionary assets under management (AUM) of $1,242,450,236 (Form ADV from 2023-12-21). Their last …

whalewisdom.com

CIBC Asset Management Inc Decreases Position In TC Energy

1 week from now

3 days ago  · CIBC Asset Management Inc trimmed its stake in TC Energy Co. (NYSE:TRP - Free Report) (TSE:TRP) by 22.8% during the third quarter, according to its most recent 13F filing …

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Mount Yale Investment Advisors LLC | AUM 13F

1 week from now

Mount Yale Investment Advisors LLC CRD # 137068: SEC # 801-65068: CIK # 0001744349: AUM: $1.9 BB (2023-03-31) Employees

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BALYASNY ASSET MANAGEMENT L.P. Top 13F Holdings

1 week from now

Balyasny Asset Management is based out of Chicago. Balyasny Asset Management is a hedge fund with 37 clients and discretionary assets under management (AUM) of $248,044,764,038 …

whalewisdom.com

Mount Yale Private Equity Fund LP | AUM 13F

1 week from now

Mount Yale Private Equity Fund LP; Firm: Fund # CIK # 0001351300: Sale: 2005-11-15 ($250.0 MM Offered, $115.3 MM Sold) Fund

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