Platt Investment Counsel, LLC Q3 2024 13F Top Portfolio Holdings

Jul 16, 2024 · Platt Investment Counsel, LLC reported 10 holdings with total value $113 M as of Q3 2024. Top holdings included ESGV, QQQ, IWM, IJH, and XLI. Platt Investment Counsel, …

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Platt Investment Counsel, LLC Q3 2024 13F Top Portfolio Holdings

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Jul 16, 2024 · Platt Investment Counsel, LLC reported 10 holdings with total value $113 M as of Q3 2024. Top holdings included ESGV, QQQ, IWM, IJH, and XLI. Platt Investment Counsel, …

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$130521835
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PLATT INVESTMENT COUNSEL, LLC Top 13F Holdings

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Platt Investment Counsel is based out of Lake Mary. Platt Investment Counsel is a large advisory firm with 145 clients and discretionary assets under management (AUM) of $130,521,835 …

whalewisdom.com

$104948054.03
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Platt Investment Counsel, LLC | Form 13F - Radient

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SEC Form 13F for Platt Investment Counsel, LLC, CIK: 1859195 as on 31 Mar 2024. Quarterly holdings report, AUM: $104,948,054.03

radientanalytics.com

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Platt Investment Counsel 13F Annual Report (2024) - Wallmine

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$82.8 billion Assets Under Management (AUM) As of 9th July 2024, Platt Investment Counsel’s top holding is 406,441 shares of Vanguard World Fd currently worth over $39.3 billion and …

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Platt Investment Counsel, LLC Portfolio Filings

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Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed; Q4 2023: 10: $96.5M +$7.22M-$5.02M +$2.2M: ESGV, QQQ, VSGX, IWM, IJH, XLI: 13F-HR: 1/9/2024, …

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$104Million Platt Investment Counsel, LLC Q2 2024 13F Holdings …

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Platt Investment Counsel, LLC reported 10 stock holdings with total value $104M as of Q2 2024. Top holdings included ESGV, QQQ, IWM, IJH, and XLI. Open main menu. PortfolioSavvy …

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$130521835
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PLATT INVESTMENT COUNSEL, LLC Top 13F Holdings

1 week from now

Platt Investment Counsel is based out of Lake Mary. Platt Investment Counsel is a large advisory firm with 145 clients and discretionary assets under management (AUM) of $130,521,835 …

whalewisdomalpha.com

$104
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Platt Investment Counsel, LLC Q2 2024 13F Top Portfolio Holdings

1 week from now

Jul 16, 2024 · Platt Investment Counsel, LLC reported 10 holdings with total value $104 M as of Q2 2024. Top holdings included ESGV, QQQ, IWM, IJH, and XLI. Platt Investment Counsel, …

13f.info

$4022479936
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CORMORANT ASSET MANAGEMENT, LP Top 13F Holdings

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Cormorant Asset Management is based out of Boston. Cormorant Asset Management is a hedge fund with 14 clients and discretionary assets under management (AUM) of $4,022,479,936 …

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