National Wealth Management 13F annual report (2024) | wallmine

National Wealth Management 13F Annual Report (2024) | Wallmine

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$126 billion Assets Under Management (AUM) As of 2nd August 2024, National Wealth Management’s top holding is 394,168 shares of T Rowe Price Etf Inc currently worth over …

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National Wealth Management 13F Annual Report (2024) | Wallmine

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National Wealth Management 13F annual report National Wealth Management is an investment fund managing more than $123 billion ran by Benjamin Jones. There are currently 90 …

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Revisor Wealth Management 13F Annual Report (2024) | Wallmine

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$86.6 billion Assets Under Management (AUM) As of 3rd January 2024, Revisor Wealth Management’s top holding is 107,927 shares of Vanguard Bd Index Fds currently worth over …

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Able Wealth Management 13F Annual Report (2024) | Wallmine

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As of 13th February 2024, Able Wealth Management’s top holding is 176,323 shares of iShares Short Treasury Bond ETF currently worth over $19.4 billion and making up 17.6% of the …

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Sugarloaf Wealth Management 13F Annual Report (2024) | Wallmine

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Sugarloaf Wealth Management 13F annual report Sugarloaf Wealth Management is an investment fund managing more than $494 billion ran by Todd Smallwood. ... As of 1st July …

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National Wealth Management 13F Annual Report - Gb.wallmine.com

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National Wealth Management 13F annual report National Wealth Management is an investment fund managing more than $90.9 billion ran by Benjamin Jones. There are currently 89 …

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Minot Wealth Management 13F Annual Report - Wallmine

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$460 million Assets Under Management (AUM) As of 7th April 2022, Minot Wealth Management’s top holding is 177,072 shares of Apple Inc currently worth over $30.9 million and making up …

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44 Wealth Management 13F Annual Report (2024) | Wallmine

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44 Wealth Management 13F annual report 44 Wealth Management is an investment fund managing more than $295 billion ran by Michelle Eldridge. There are currently 171 companies …

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Sanchez Wealth Management 13F Annual Report - Wallmine

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$291 billion Assets Under Management (AUM) As of 10th July 2024, Sanchez Wealth Management’s top holding is 188,159 shares of Ishares Tr currently worth over $63.3 billion …

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Newedge Wealth 13F Annual Report (2024) | Wallmine GB

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$4.45 trillion Assets Under Management (AUM) As of 29th April 2024, Newedge Wealth’s top holding is 592,008 shares of Microsoft currently worth over $236 billion and making up 5.3% of …

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Nwi Management L.P. 13F Annual Report (2024) | Wallmine GB

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Nwi Management L.P. 13F annual report Nwi Management L.P. is an investment fund managing more than $779 million ran by Michael Schwenk. There are currently 37 companies in Mr. …

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Spire Wealth Management 13F Annual Report (2024) | Wallmine

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$5.49 trillion Assets Under Management (AUM) As of 17th April 2024, Spire Wealth Management’s top holding is 5,955,866 shares of Ishares Tr currently worth over $1.64 trillion …

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Fidelity National 13F Annual Report (2024) | Wallmine

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$5.91 trillion Assets Under Management (AUM) As of 1st August 2024, Fidelity National’s top holding is 106,442,551 shares of F&g Annuities And Life Inc currently worth over $5.26 trillion …

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Advent International, L.P. 13F Annual Report - Wallmine

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$4.18 trillion Assets Under Management (AUM) As of 7th August 2024, Advent International, L.P.’s top holding is 139,342,526 shares of Ccc Intelligent Solutions Hl currently worth over …

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Northwestern Mutual Wealth Management Co 13F Annual Report

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$95.9 trillion Assets Under Management (AUM) As of 8th May 2024, Northwestern Mutual Wealth Management Co’s top holding is 347,350,616 shares of Ishares Tr currently worth over $40 …

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Wealthnavi 13F Annual Report (2024) - Wallmine

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$7.88 billion Assets Under Management (AUM) As of 6th August 2024, Wealthnavi’s top holding is 10,994,434 shares of Vanguard Total Stock Market Etf currently worth over $2.94 billion and …

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Capula Management Ltd 13F Annual Report - Wallmine

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$2.87 trillion Assets Under Management (AUM) As of 29th July 2024, Capula Management Ltd’s top holding is 3,589,939 shares of Spdr S&p 500 Etf Tr currently worth over $1.88 trillion and …

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Western Asset Management 13F Annual Report (2024) | Wallmine GB

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$9.07 billion Assets Under Management (AUM) As of 7th August 2024, Western Asset Management’s top holding is 4,965 shares of Wells Fargo Co New currently worth over $5.9 …

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