Naviter Wealth 13F annual report (2024) | wallmine

Naviter Wealth 13F Annual Report (2024) | Wallmine

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$610 billion Assets Under Management (AUM) As of 11th April 2024, Naviter Wealth’s top holding is 1,514,886 shares of Litman Gregory Fds Tr currently worth over $43.4 billion and making up …

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Atlas Private Wealth Advisors 13F Annual Report (2024) | Wallmine

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$607 billion Assets Under Management (AUM) As of 5th July 2024, Atlas Private Wealth Advisors’s top holding is 4,593,398 shares of Spdr Ser Tr currently worth over $171 billion and …

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180 Wealth Advisors 13F Annual Report (2024) | Wallmine

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As of 9th July 2024, 180 Wealth Advisors’s top holding is 110,503 shares of Microsoft currently worth over $50.2 billion and making up 8.2% of the portfolio value. Relative to the number of …

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

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As of 17th July 2024, Avitas Wealth Management’s top holding is 327,860 shares of NVIDIA Corp currently worth over $40.5 billion and making up 5.9% of the portfolio value. Relative to the …

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Minot Wealth Management 13F Annual Report - Wallmine

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Recent trades. In the most recent 13F filing, Minot Wealth Management revealed that it had opened a new position in Spdr Ser Tr and bought 110,950 shares worth $7.61 million. The …

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Rptc 13F Annual Report (2024) | Wallmine AU

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Rptc 13F annual report Rptc is an investment fund managing more than $393 billion ran by Stacy Devine. There are currently 5 companies in Mrs. Devine’s portfolio. ... According to the last 13 …

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Herald Investment Management Ltd 13F Annual Report (2024)

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$610 billion Assets Under Management (AUM) As of 2nd August 2024, Herald Investment Management Ltd’s top holding is 85,300 shares of Super Micro Computer Inc currently worth …

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Kcs Wealth Advisory 13F Annual Report (2024) | Wallmine

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Kcs Wealth Advisory 13F annual report Kcs Wealth Advisory is an investment fund managing more than $285 billion ran by Kenneth Waltzer. There are currently 122 companies in Mr. …

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Whale Rock Capital Management 13F Annual Report (2024)

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As of 8th May 2024, Whale Rock Capital Management’s top holding is 821,936 shares of NVIDIA Corp currently worth over $743 billion and making up 11.0% of the portfolio value. Relative to …

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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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Betterment 13F Annual Report (2024) | Wallmine IN

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$38.6 billion Assets Under Management (AUM) As of 7th August 2024, Betterment’s top holding is 43,668,978 shares of Vanguard Index Fds currently worth over $10.2 billion and making up …

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Wellington Wealth Strategies, 13F Annual Report (2024) | Wallmine

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Recent trades. In the most recent 13F filing, Wellington Wealth Strategies, revealed that it had opened a new position in Eli Lilly And Co and bought 18,315 shares worth $14.2 billion. The …

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Natixis Advisors 13F Annual Report (2024) - Wallmine

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Aug 1, 2024  · As of 25th July 2024, Natixis Advisors’s top holding is 5,040,607 shares of Microsoft currently worth over $2.25 billion and making up 4.9% of the portfolio value. Relative to the …

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Smartleaf Asset Management 13F Annual Report (2024) | Wallmine

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Aug 13, 2024  · $608 billion Assets Under Management (AUM) As of 6th August 2024, Smartleaf Asset Management’s top holding is 207,162 shares of Vanguard World Fd currently worth over …

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

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$2.33 trillion Assets Under Management (AUM) As of 6th August 2024, Avior Wealth Management’s top holding is 316,011 shares of Vanguard Growth Etf currently worth over …

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Cynosure 13F Annual Report (2024) - Wallmine

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$612 billion Assets Under Management (AUM) As of 6th August 2024, Cynosure’s top holding is 2,033,859 shares of Ishares Tr currently worth over $235 billion and making up 38.4% of the …

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