Planned Solutions 13F annual report (2024) | wallmine

Planned Solutions 13F Annual Report (2024) | Wallmine

1 week from now

Planned Solutions is an investment fund managing more than $204 billion ran by Catherine Dunnam. There are currently 102 companies in Mrs. Dunnam’s portfolio. The largest …

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Planned Solutions 13F Annual Report (2024) | Wallmine GB

1 week from now

Planned Solutions 13F annual report Planned Solutions is an investment fund managing more than $204 billion ran by Catherine Dunnam. There are currently 101 companies in Mrs. …

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Planning Solutions 13F Annual Report (2024) | Wallmine

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Planning Solutions 13F annual report Planning Solutions is an investment fund managing more than $192 million ran by Ashleigh Swayze. There are currently 117 companies in Mrs. …

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Discipline Wealth Solutions 13F Annual Report (2024) | Wallmine

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In the most recent 13F filing, Discipline Wealth Solutions revealed that it had opened a new position in Ishares Tr and bought 18,352 shares worth $1.79 billion. The investment fund also …

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Portfolio Solutions 13F Annual Report (2024) | Wallmine

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Portfolio Solutions 13F annual report Portfolio Solutions is an investment fund managing more than $783 million ran by John Bergmann. There are currently 54 companies in Mr. Bergmann’s …

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Clearlake Capital Group, L.P. 13F Annual Report (2024) | Wallmine

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Clearlake Capital Group, L.P. 13F annual report. Clearlake Capital Group, L.P. is an investment fund managing more than $1.12 trillion ran by John Cannon. There are currently 5 companies …

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Planned Solutions 13F Annual Report (2024) | Wallmine GB

1 week from now

Planned Solutions 13F annual report Planned Solutions is an investment fund managing more than $169 billion ran by Catherine Dunnam. There are currently 79 companies in Mrs. …

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Clearbridge Investments 13F Annual Report (2024) | Wallmine

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Clearbridge Investments closed its position in Pioneer Natural Resources Co on 27th August 2024. It sold the previously owned 2,264,928 shares for $595 billion. Brian Murphy also …

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Plan 13F Annual Report (2024) | Wallmine

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$164 billion Assets Under Management (AUM) As of 29th July 2024, Plan’s top holding is 49,871 shares of Vanguard Index Fds currently worth over $20.4 billion and making up 12.5% of the …

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Retirement Solution 13F Annual Report (2024) | Wallmine CA

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$367 billion Assets Under Management (AUM) As of 18th July 2024, Retirement Solution’s top holding is 9,787,757 shares of Dimensional Etf Trust currently worth over $339 billion and …

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Ballentine Partners 13F Annual Report (2024) | Wallmine CA

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As of 30th July 2024, Ballentine Partners’s top holding is 7,829,843 shares of Vanguard Index Fds currently worth over $1.89 trillion and making up 35.0% of the portfolio value. In addition, the …

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

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$739 billion Assets Under Management (AUM) As of 7th August 2023, Systm Wealth Solutions’s top holding is 67,329 shares of Microsoft currently worth over $22.9 billion and makin

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Orion Portfolio Solutions 13F Annual Report (2024) | Wallmine

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As of 6th August 2024, Orion Portfolio Solutions’s top holding is 35,346,625 shares of Northern Lts Fd Tr Iv currently worth over $1.18 trillion and making up 12.5% of the portfolio value. In …

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Planned Solutions 13F Annual Report (2023) | Wallmine

1 week from now

Planned Solutions 13F annual report Planned Solutions is an investment fund managing more than $169 billion ran by Catherine Dunnam. There are currently 79 companies in Mrs. …

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

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Act Wealth Management 13F annual report. Act Wealth Management is an investment fund managing more than $203 billion ran by Aryn Sands. There are currently 35 companies in …

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Aafmaa Wealth Management & Trust 13F Annual Report (2024)

1 week from now

Aafmaa Wealth Management & Trust closed its position in Ishares Gold Tr on 19th July 2024. It sold the previously owned 31,025 shares for $1.3 billion. Daniel Mclaughlin also disclosed a …

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