PLOTKIN FINANCIAL ADVISORS, LLC Top 13F Holdings
Plotkin Financial Advisors is a large advisory firm with 201 clients and discretionary assets under management (AUM) of $174,914,111 (Form ADV from 2024-10-11). Their last reported 13F …
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PLOTKIN FINANCIAL ADVISORS, LLC Top 13F Holdings
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Plotkin Financial Advisors is a large advisory firm with 201 clients and discretionary assets under management (AUM) of $174,914,111 (Form ADV from 2024-10-11). Their last reported 13F …
whalewisdom.com
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$98.8Million Plotkin Financial Advisors, LLC Q3 2022 13F Holdings ...
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Plotkin Financial Advisors, LLC reported 67 stock holdings with total value $98.8M as of Q3 2022. Top holdings included RDVY, SKYY, SSO, FTCS, and CIBR. Open main menu. …
portfoliosavvy.com
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Plotkin Financial Advisors AUM, Funds & Holdings Data
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Owner Title From % Ownership Plotkin, Shimshon: Owner/president: 04/2003 > 75%: Murphy, Kristi, Leigh: Chief Compliance Officer/executive VP- Client Operations: 05/2021
capedge.com
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Kristi Murphy - Plotkin Financial Advisors LLC - Form 13F Portfolio ...
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List of top 200 securities held by Plotkin Financial Advisors LLC: Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis …
secform4.com
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Gabriel Plotkin - Melvin Capital Management - 2024 13F Holdings ...
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In 2015 Melvin Capital Management generated a remarkable return of 47%, placing it among Bloomberg News’ top-performing hedge funds with $1 billion in assets under management. …
insidermonkey.com
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PRUDENTIAL FINANCIAL INC Top 13F Holdings - WhaleWisdom.com
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Prudential Financial is based out of Newark. Prudential Financial is a large advisory firm Their last reported 13F filing for Q2 2024 included $66,606,645,637 in managed 13F securities and a …
whalewisdom.com
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PGIM, INC. Top 13F Holdings - WhaleWisdom.com
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Pgim is based out of Newark. Pgim is a hedge fund with 672 clients and discretionary assets under management (AUM) of $1,010,455,663,027 (Form ADV from 2024-03-29).
whalewisdom.com
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PASSAIC PARTNERS LLC Top 13F Holdings - WhaleWisdom.com
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Their last reported 13F filing for Q3 2024 included $668,222,509 in managed 13F securities and a top 10 holdings concentration of 96.89%. Passaic Partners's largest holding is SPDR S&P 500 …
whalewisdom.com
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CITADEL ADVISORS LLC Top 13F Holdings - WhaleWisdom.com
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Citadel Advisors is a hedge fund with 26 clients and discretionary assets under management (AUM) of $397,045,307,119 (Form ADV from 2024-08-29). Their last reported 13F filing for Q2 …
whalewisdom.com
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