Salvus Wealth Management 13F annual report (2024) | wallmine

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

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Salvus Wealth Management closed its position in PayPal Inc on 12th April 2024. It sold the previously owned 4,835 shares for $297 million. Robert Joel also disclosed a decreased stake …

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

1 week from now

Salvus Wealth Management 13F annual report Salvus Wealth Management is an investment fund managing more than $141 billion ran by Robert Joel. There are currently 108 companies in Mr. …

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Salvus Wealth Management 13F Annual Report (2023) | Wallmine

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Salvus Wealth Management 13F annual report Salvus Wealth Management is an investment fund managing more than $124 billion ran by Robert Joel. There are currently 102 companies in Mr. …

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Skorpios Trust 13F Annual Report (2024) - Wallmine

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As of 29th July 2024, Skorpios Trust’s top holding is 10,843,681 shares of Stoke Therapeutics currently worth over $146 billion and making up 99.9% of the portfolio value. Relative to the …

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

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$110 billion Assets Under Management (AUM) As of 13th February 2024, Able Wealth Management’s top holding is 176,323 shares of iShares Short Treasury Bond ETF currently …

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Capstone Wealth Management Group 13F Annual Report (2024)

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Capstone Wealth Management Group closed its position in Spdr Ser Tr on 9th August 2024. It sold the previously owned 158,975 shares for $4.44 billion. Bryan Kupchik also disclosed a …

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

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As of 17th April 2024, Spire Wealth Management’s top holding is 5,955,866 shares of Ishares Tr currently worth over $1.64 trillion and making up 29.9% of the portfolio value. In addition, the …

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Altus Wealth 13F Annual Report (2024) | Wallmine

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Altus Wealth 13F annual report Altus Wealth is an investment fund managing more than $200 billion ran by Nancy Mercado. There are currently 105 companies in Mrs. Mercado’s portfolio. …

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

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$1.55 billion Assets Under Management (AUM) As of 9th May 2022, Altium Wealth Management’s top holding is 859,119 shares of Vanguard Index Fds currently worth over $276 million and …

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Karpus Management 13F Annual Report (2024) | Wallmine IN

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Mar 6, 2023  · As of 6th May 2024, Karpus Management’s top holding is 24,787,907 shares of Nuveen Amt-fr Qlty Muni Inc currently worth over $274 billion and making up 7.9% of the …

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Scion Asset Management 13F Annual Report (2024) | Wallmine

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$52.5 billion Assets Under Management (AUM) As of 7th August 2024, Scion Asset Management’s top holding is 155,000 shares of Alibaba Group Hldg Ltd currently worth over …

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Platinum Equity 13F Annual Report (2024) | Wallmine AU

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$146 billion Assets Under Management (AUM) As of 8th May 2024, Platinum Equity’s top holding is 3,165,522 shares of Verra Mobility currently worth over $79 billion and making up 54.0% of …

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Charles Schwab Trust Bank 13F Annual Report (2024) | Wallmine

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As of 2nd May 2024, Charles Schwab Trust Bank’s top holding is 1,820,439 shares of Schwab Strategic Tr currently worth over $147 billion and making up 100.0% of the portfolio value. …

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Beaumont Capital Management 13F Annual Report - Wallmine

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In the most recent 13F filing, Beaumont Capital Management revealed that it had opened a new position in Ishares Tr and bought 46,067 shares worth $6 billion. The investment fund also …

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Wealthnavi 13F Annual Report (2024) - Wallmine

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$7.88 billion Assets Under Management (AUM) As of 6th August 2024, Wealthnavi’s top holding is 10,994,434 shares of Vanguard Total Stock Market Etf currently worth over $2.94 billion and …

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Rovida Advisors 13F Annual Report (2024) | Wallmine

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$280 billion Assets Under Management (AUM) As of 6th August 2024, Rovida Advisors’s top holding is 1,793,437 shares of Bank Of Nt Butterfield&son L currently worth over $62.9 billion …

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

1 week from now

As of 12th July 2024, Altus Wealth Management’s top holding is 154,718 shares of Vanguard Index Fds currently worth over $41.4 billion and making up 23.8% of the portfolio value. In …

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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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