Newedge Wealth 13F annual report (2024) | wallmine GB
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 the portfolio value. Relative to the number of …
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Newedge Wealth 13F Annual Report (2024) | Wallmine GB
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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 the portfolio value. Relative to the number of …
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Newedge Wealth 13F Annual Report (2024) – Wallmine.com
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$3.9 trillion Assets Under Management (AUM) As of 22nd January 2024, Newedge Wealth’s top holding is 527,040 shares of Microsoft currently worth over $198 billion and making up
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NEWEDGE WEALTH, LLC Top 13F Holdings - WhaleWisdom.com
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Sep 30, 2024 · Newedge Wealth is a large advisory firm with 1771 clients and discretionary assets under management (AUM) of $8,238,360,367 (Form ADV from 2024-09-30). Their last …
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Newedge Advisors 13F Annual Report (2024) | Wallmine
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$11.4 trillion Assets Under Management (AUM) As of 7th May 2024, Newedge Advisors’s top holding is 2,006,413 shares of Apple Inc currently worth over $344 billion and making up
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Wealth 13F Annual Report (2024) | Wallmine GB
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Wealth 13F annual report Wealth is an investment fund managing more than $132 million ran by Cornelius Iii. There are currently 131 companies in Mr. Iii’s portfolio. The largest investments …
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Edge Wealth Management 13F Annual Report (2024) | Wallmine
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80 rows · Edge Wealth Management 13F annual report Edge Wealth Management is an investment fund managing more than $475 billion ran by Matthew Weinberg. There are …
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Wealth Ltd 13F Annual Report (2024) | Wallmine GB
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Wealth Ltd 13F annual report Wealth Ltd is an investment fund managing more than $330 billion ran by Adam Colby. There are currently 33 companies in Mr. Colby’s portfolio. ... $330 billion …
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Balanced Wealth Group 13F Annual Report (2024) - Wallmine
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Recent trades. In the most recent 13F filing, Balanced Wealth Group revealed that it had opened a new position in Invesco Qqq Trust Series I and bought 58,539 shares worth $28.2 billion. …
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Facet Wealth 13F Annual Report (2024) | Wallmine GB
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Facet Wealth 13F annual report Facet Wealth is an investment fund managing more than $3.25 trillion ran by Chris Hufman. There are currently 78 companies in Mr. Hufman’s portfolio. The …
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Walleye Capital 13F Annual Report (2024) | Wallmine GB
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Recent trades. In the most recent 13F filing, Walleye Capital revealed that it had opened a new position in Select Sector Spdr Tr and bought 232,643 shares worth $44.5 billion. The …
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Newedge Advisors 13F Annual Report - Gb.wallmine.com
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$7.92 trillion Assets Under Management (AUM) As of 5th May 2023, Newedge Advisors’s top holding is 1,635,634 shares of Apple Inc currently worth over $270 billion and making up
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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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Hfg Wealth Management 13F Annual Report (2024) - Wallmine
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As of 13th August 2024, Hfg Wealth Management’s top holding is 1,188,791 shares of Innovator ETFs Trust currently worth over $34.2 billion and making up 21.9% of the portfolio value. …
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Elwood & Goetz Wealth Advisory 13F Annual Report (2024)
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Recent trades. In the most recent 13F filing, Elwood & Goetz Wealth Advisory revealed that it had opened a new position in Etfis Ser Tr I and bought 251,742 shares worth $5.62 billion. The …
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Skye Global Management L.P. 13F Annual Report (2024) | Wallmine GB
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As of 7th August 2024, Skye Global Management L.P.’s top holding is 11,357,715 shares of Amazon.com currently worth over $2.19 trillion and making up 49.7% of the portfolio value. …
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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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Gradient Investments 13F Annual Report (2024) | Wallmine
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$4.45 trillion Assets Under Management (AUM) As of 11th July 2024, Gradient Investments’s top holding is 8,389,593 shares of Spdr Ser Tr currently worth over $359 billion and making up …
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Leading Edge Planning 13F Annual Report (2024) | Wallmine GB
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Leading Edge Planning 13F annual report ... As of 25th July 2024, Leading Edge Planning’s top holding is 2,127,251 shares of Spdr Ser Tr currently worth over $82.4 billion and making up …
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Omega 13F Annual Report (2024) | Wallmine GB
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Omega 13F annual report Omega is an investment fund managing more than $243 billion ran by Bryan Reinhard. There are currently 31 companies in Mr. Reinhard’s portfolio. ... $243 billion …
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