Newedge Wealth 13F annual report (2024) | wallmine GB

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

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Recent trades. In the most recent 13F filing, Newedge Wealth revealed that it had opened a new position in Graphic Packaging Hldg Co and bought 1,130,824 shares worth $30.4 billion. The …

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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 Advisors 13F Annual Report (2024) – Wallmine.com

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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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Newedge Wealth 13F Annual Report (2023) – Wallmine.com

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$2.63 trillion Assets Under Management (AUM) As of 1st May 2023, Newedge Wealth’s top holding is 365,175 shares of Microsoft currently worth over $105 billion and making up 4.0%

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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 13F Annual Report (2024) – Wallmine.com

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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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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 …

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Gts Securities 13F Annual Report (2024) | Wallmine CA

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As of 7th August 2024, Gts Securities’s top holding is 1,234,335 shares of NVIDIA Corp currently worth over $152 billion and making up 3.4% of the portfolio value. Relative to the number of …

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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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Gradient Investments 13F Annual Report (2024) - Wallmine

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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 8.1% of the portfolio value. In addition, the …

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Family Wealth 13F Annual Report (2024) – Wallmine.com

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$92.5 billion Assets Under Management (AUM) As of 7th August 2024, Family Wealth’s top holding is 35,088 shares of Vanguard Index Fds currently worth over $16.9 billion and making …

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Atlantic Edge Private Wealth Management 13F Annual Report

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Atlantic Edge Private Wealth Management closed its position in Ishares Tr on 26th July 2024. It sold the previously owned 469 shares for $52 million. Matthew Cochran also disclosed a …

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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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Almanack Investment Partners, 13F Annual Report (2024) - Wallmine

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In the most recent 13F filing, Almanack Investment Partners, revealed that it had opened a new position in IDT and bought 12,580,530 shares worth $12.6 billion . This means they effectively …

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