Smi Advisory Services 13F annual report (2023) | wallmine GB

$265 million Assets Under Management (AUM) As of 7th October 2022, Smi Advisory Services’s top holding is 617,489 shares of Spdr Ser Tr currently worth over $54.4 million and making up …


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$265
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Smi Advisory Services 13F Annual Report (2023) | Wallmine GB

1 week from now

$265 million Assets Under Management (AUM) As of 7th October 2022, Smi Advisory Services’s top holding is 617,489 shares of Spdr Ser Tr currently worth over $54.4 million and making up …

wallmine.com

$250
OFF

Smi Advisory Services 13F Annual Report (2023) | Wallmine

1 week from now

$250 billion Assets Under Management (AUM) As of 4th April 2023, Smi Advisory Services’s top holding is 602,109 shares of Spdr Ser Tr currently worth over $52.1 billion and making up …

wallmine.com

$347
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Smi Advisory Services 13F Annual Report (2024) | Wallmine

1 week from now

Smi Advisory Services 13F annual report Smi Advisory Services is an investment fund managing more than $347 billion ran by Fred Beerwart. There are currently 37 companies in Mr. …

wallmine.com

$236
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Smi Advisory Services 13F Annual Report (2022) | Wallmine

1 week from now

$236 million Assets Under Management (AUM) As of 18th August 2022, Smi Advisory Services’s top holding is 570,781 shares of Spdr Ser Tr currently worth over $49.4 million and making up …

wallmine.com

$815000000
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SMI ADVISORY SERVICES, LLC Top 13F Holdings

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SMI Advisory Services is based out of Columbus. SMI Advisory Services is a large advisory firm with 975 clients and discretionary assets under management (AUM) of $815,000,000 (Form …

whalewisdom.com

$399
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Smi Advisory Services 13F Annual Report (2024) | Wallmine AU

1 week from now

Smi Advisory Services 13F annual report Smi Advisory Services is an investment fund managing more than $399 billion ran by Fred Beerwart. There are currently 33 companies in Mr. …

wallmine.com

$250
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Wp Advisors 13F Annual Report (2023) | Wallmine GB

1 week from now

Wp Advisors 13F annual report Wp Advisors is an investment fund managing more than $250 billion ran by Jennifer Cooney. There are currently 79 companies in Mrs. Cooney’s portfolio. …

wallmine.com

$90
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Lwm Advisory Services 13F Annual Report (2023) | Wallmine GB

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Lwm Advisory Services is an investment fund managing more than $90 billion ran by T. Ii. There are currently 70 companies in Ii’s portfolio. The largest investments include Invesco Exch …

wallmine.com

$1.72
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Sageview Advisory 13F Annual Report (2024) | Wallmine

1 week from now

$1.72 trillion Assets Under Management (AUM) As of 28th February 2024, Sageview Advisory’s top holding is 4,666,618 shares of Vanguard Scottsdale Fds currently worth over $361 billion …

wallmine.com

$250
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Smi Advisory Services 13F Annual Report (2024) | Wallmine GB

1 week from now

$250 billion Assets Under Management (AUM) As of 4th April 2023, Smi Advisory Services’s top holding is 602,109 shares of Spdr Ser Tr currently worth over $52.1 billion and making up …

wallmine.com

$1.72
OFF

Standard Investments 13F Annual Report (2024) - Wallmine

1 week from now

$1.72 trillion Assets Under Management (AUM) As of 7th August 2024, Standard Investments’s top holding is 5,480,000 shares of Shell Plc currently worth over $396 billion and making up …

wallmine.com

$347
OFF

Smi Advisory Services 13F Annual Report (2024) | Wallmine

1 week from now

Smi Advisory Services 13F annual report Smi Advisory Services is an investment fund managing more than $347 billion ran by Fred Beerwart. There are currently 37 companies in Mr. …

wallmine.com

$13
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Swm Advisors 13F Annual Report (2024) - Wallmine

1 week from now

Recent trades. In the most recent 13F filing, Swm Advisors revealed that it had opened a new position in Ishares Tr and bought 264,761 shares worth $13.2 million. The investment fund …

wallmine.com

$250
OFF

Smi Advisory Services 13F Annual Report (2023) | Wallmine

1 week from now

$250 billion Assets Under Management (AUM) As of 4th April 2023, Smi Advisory Services’s top holding is 602,109 shares of Spdr Ser Tr currently worth over $52.1 billion and making up …

wallmine.com


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