Sargent Bickham Lagudis 13F annual report (2024) | wallmine

$1.22 trillion Assets Under Management (AUM) As of 16th January 2023, Sargent Bickham Lagudis’s top holding is 4,724,096 shares of Ishares Tr currently worth over $293 billion and …


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Sargent Bickham Lagudis 13F Annual Report (2024) | Wallmine

1 week from now

$1.22 trillion Assets Under Management (AUM) As of 16th January 2023, Sargent Bickham Lagudis’s top holding is 4,724,096 shares of Ishares Tr currently worth over $293 billion and …

wallmine.com

7%
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Bip Wealth 13F Annual Report (2024) - Wallmine

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Bip Wealth 13F annual report ... As of 1st August 2024, Bip Wealth’s top holding is 486,191 shares of Spdr Sp 500 Etf currently worth over $265 billion and making up 21.7% of the …

wallmine.com

$1.57
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Sargent Bickham Lagudis, LLC (Boulder) | Adviser Rankings

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Sargent Bickham Lagudis, LLC is a large advisory firm based in Boulder. It manages $1.57 billion of regulatory assets for 3,025 client accounts. It has been registered with the SEC as an …

wallmine.com

$5.54
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Bradley Foster & Sargent Inc/ct 13F Annual Report (2024) – …

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$5.54 trillion Assets Under Management (AUM) As of 8th May 2024, Bradley Foster & Sargent Inc/ct’s top holding is 770,492 shares of Microsoft currently worth over $324 billion a

wallmine.com

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Sargent Bickham Lagudis, LLC (Boulder) | Adviser Rankings

1 week from now

Sargent Bickham Lagudis, LLC is a large advisory firm based in Boulder. It manages $1.57 billion of regulatory assets for 3,025 client accounts. It has been registered with the SEC as an …

wallmine.com

2%
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Ashe Capital Management, L.P. 13F Annual Report (2024) | Wallmine

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As of 7th August 2024, Ashe Capital Management, L.P.’s top holding is 1,397,308 shares of Appfolio Inc currently worth over $342 billion and making up 28.2% of the portfolio value. …

wallmine.com

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Portolan Capital Management 13F Annual Report (2024) | Wallmine

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Portolan Capital Management 13F annual report. Portolan Capital Management is an investment fund managing more than $1.21 trillion ran by Betsy Flaherty. There are currently 117 …

wallmine.com

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Soditic Asset Management LL.P. 13F Annual Report - Wallmine

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As of 30th July 2024, Soditic Asset Management LL.P.’s top holding is 41,936 shares of Microsoft currently worth over $18.7 billion and making up 21.7% of the portfolio value. Relative to the …

wallmine.com

$52
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Scion Asset Management 13F Annual Report (2024) | Wallmine

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Scion Asset Management 13F annual report Scion Asset Management is an investment fund managing more than $52.5 billion ran by Michael Burry. There are currently 10 companies in …

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Owl Creek Asset Management, L.P. 13F Annual Report (2024

1 week from now

Owl Creek Asset Management, L.P. closed its position in Las Vegas Sands Corp on 14th August 2023. It sold the previously owned 1,121,482 shares for $37.7 million. Dan Sapadin also …

wallmine.com

$1.34
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Steel Peak Wealth Management 13F Annual Report (2024) - Wallmine

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Steel Peak Wealth Management 13F annual report. Steel Peak Wealth Management is an investment fund managing more than $1.34 trillion ran by Steven Schneider. There are …

wallmine.com

$3.39
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Ashe Capital Management, L.P. 13F Annual Report (2024) - Wallmine

1 week from now

Ashe Capital Management, L.P. closed its position in Liberty Latin America Ltd on 14th August 2024. It sold the previously owned 485,282 shares for $3.39 billion. William Harker also …

wallmine.com

6%
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Blackrock 13F Annual Report (2024) - Wallmine

1 week from now

As of 6th August 2024, Blackrock’s top holding is 553,976,307 shares of Microsoft currently worth over $248 trillion and making up 5.6% of the portfolio value. Relative to the number of …

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