Professional Advisors 13F annual report (2024) | wallmine

Professional Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Professional Advisors closed its position in Ishares Tr on 25th October 2023. It sold the previously owned 126,693 shares for $7.73 billion. Marc Werkmeister also disclosed a decreased stake …

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Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Advisors 13F annual report Advisors is an investment fund managing more than $488 billion ran by Robert Miller. There are currently 52 companies in Mr. Miller’s portfolio. The largest …

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Calamos Advisors 13F Annual Report (2024) | Wallmine

1 week from now

As of 18th July 2024, Calamos Advisors’s top holding is 2,472,882 shares of Microsoft currently worth over $1.11 trillion and making up 7.7% of the portfolio value. Relative to the number of …

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Watchtower Advisors, L.P. 13F Annual Report (2024) | Wallmine

1 week from now

In the most recent 13F filing, Watchtower Advisors, L.P. revealed that it had opened a new position in Axis Cap Hldgs Ltd and bought 260,000 shares worth $18.4 billion. The investment …

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Professional Advisors 13F Annual Report (2023) | Wallmine

1 week from now

Professional Advisors 13F annual report Professional Advisors is an investment fund managing more than $193 billion ran by Marc Werkmeister. There are currently 51 companies in Mr. …

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Trb Advisors L.P. 13F Annual Report (2024) | Wallmine

1 week from now

As of 1st February 2024, Trb Advisors L.P.’s top holding is 340,000 shares of Apple Inc currently worth over $65.5 billion and making up 38.0% of the portfolio value. Relative to the number of …

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Professional Planning 13F Annual Report (2024) | Wallmine

1 week from now

Professional Planning 13F annual report Professional Planning is an investment fund managing more than $198 million ran by Dan Stridsberg. There are currently 123 companies in Mr. …

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Professional Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Professional Advisors 13F annual report Professional Advisors is an investment fund managing more than $220 billion ran by Marc Werkmeister. There are currently 58 companies in Mr. …

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Professional Advisors 13F Annual Report (2023) | Wallmine GB

1 week from now

Professional Advisors 13F annual report Professional Advisors is an investment fund managing more than $193 billion ran by Marc Werkmeister. There are currently 51 companies in Mr. …

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Teramo Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Teramo Advisors 13F annual report Teramo Advisors is an investment fund managing more than $200 billion ran by Ron Santella. ... $200 billion Assets Under Management (AUM) As of 31st …

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

1 week from now

$141 billion Assets Under Management (AUM) As of 23rd April 2024, Valued Wealth Advisors’s top holding is 2,046,142 shares of Dimensional Etf Trust currently worth over $74.8 bi

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Private Wealth Advisors 13F Annual Report (2024) | Wallmine

1 week from now

$229 billion Assets Under Management (AUM) As of 16th July 2024, Private Wealth Advisors’s top holding is 77,608 shares of Spdr Gold Tr currently worth over $16.7 billion and making up …

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Professional Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Professional Advisors 13F annual report Professional Advisors is an investment fund managing more than $220 billion ran by Marc Werkmeister. There are currently 58 companies in Mr. …

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Rovida Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Rovida Advisors closed its position in NextEra Inc on 13th August 2024. It sold the previously owned 200,000 shares for $12.8 billion. Clive Mackintosh also disclosed a decreased stake in …

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Pillar Wealth Advisors 13F Annual Report (2024) | Wallmine

1 week from now

$130 billion Assets Under Management (AUM) As of 29th January 2024, Pillar Wealth Advisors’s top holding is 563,224 shares of Schwab Strategic Tr currently worth over $34.3 billion and …

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Passaic Partners 13F Annual Report (2024) - Wallmine

1 week from now

In the most recent 13F filing, Passaic Partners revealed that it had opened a new position in Spdr S&p Midcap 400 Etf Tr and bought 50,258 shares worth $26.9 billion. On the other hand, …

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Palo Alto Wealth Advisors 13F Annual Report (2024) | Wallmine

1 week from now

$141 billion Assets Under Management (AUM) As of 23rd April 2024, Palo Alto Wealth Advisors’s top holding is 321,633 shares of VanEck ETF Trust currently worth over $28.9 billion and …

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