Oak Harbor Wealth Partners LLC Reduces Holdings in …

Oak Harbor Wealth Partners 13F Annual Report (2024) - Wallmine

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$312 billion Assets Under Management (AUM) As of 11th July 2024, Oak Harbor Wealth Partners’s top holding is 101,302 shares of Vanguard Index Fds currently worth over $38.1 …

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OAK HARBOR WEALTH PARTNERS, LLC Top 13F Holdings

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OAK Harbor Wealth Partners is a large advisory firm with 420 clients and discretionary assets under management (AUM) of $358,271,923 (Form ADV from 2024-03-12). Their last reported …

whalewisdom.com

Oak Harbor Wealth Partners, LLC Q3 2024 13F Top Portfolio …

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Jul 18, 2024  · Oak Harbor Wealth Partners, LLC reported 217 holdings with total value $351 M as of Q3 2024. Top holdings included VOO, AAPL, AGG, VO, and SCHD. OAK HARBOR …

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Venturi Wealth Management LLC Cuts Stake In Cisco Systems

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6 days ago  · Finally, Iron Horse Wealth Management LLC grew its holdings in shares of Cisco Systems by 617.7% in the second quarter. Iron Horse Wealth Management LLC now owns …

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OAK HARBOR WEALTH PARTNERS, LLC | Form 13F - Radient

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SEC Form 13F for OAK HARBOR WEALTH PARTNERS, LLC, CIK: 1912040 as on 31 Mar 2024. Quarterly holdings report, AUM: $321,200,886.95

radientanalytics.com

Legacy Capital Wealth Partners LLC Purchases 13,572 Shares Of …

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Nov 10, 2024  · Legacy Capital Wealth Partners LLC increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 105.3% in the 3rd quarter, according to the …

marketbeat.com

Oak Harbor Wealth Partners Review 2024 - Investor.com

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Oct 16, 2024  · Oak Harbor Wealth Partners, registered in 2021, serves 14 state(s) with a licensed staff of 4 advisors. Oak Harbor Wealth Partners manages $566.0 million and provides …

investor.com

OAK HARBOR WEALTH PARTNERS, LLC - 13F

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Oak Harbor Wealth Partners, LLC reported 217 holdings with total value $351 M as of Q3 2024. Top holdings included VOO, AAPL, AGG, VO, and SCHD. ... Holdings Value ($000) Top …

13f.info

Oak Harbor Wealth Partners LLC Top Holdings 13F Filings

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Oak Harbor Wealth Partners LLC Info: Size ($ in 1000's) At 06/30/2024: $318,121 At 03/31/2024: $321,200. Oak Harbor Wealth Partners LLC AUM history. Oak Harbor Wealth Partners LLC …

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