Strategic Financial Partners, Ltd. Q3 2024 13F Top Portfolio Holdings
Strategic Financial Partners, Ltd. reported 67 holdings with total value $196 M as of Q3 2024. Top holdings included SPLG, VONG, IWR, SPDW, and SPYV. ... 13F-HR Prev filing 7/24/2024. …
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Strategic Financial Partners, Ltd. Q3 2024 13F Top Portfolio Holdings
1 week from now
Strategic Financial Partners, Ltd. reported 67 holdings with total value $196 M as of Q3 2024. Top holdings included SPLG, VONG, IWR, SPDW, and SPYV. ... 13F-HR Prev filing 7/24/2024. …
13f.info
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STRATEGIC FINANCIAL PARTNERS, LTD. Top 13F Holdings
1 week from now
Strategic Financial Partners, Ltd. is a large advisory firm with 294 clients and discretionary assets under management (AUM) of $231,927,149 (Form ADV from 2024-03-20). Their last reported …
whalewisdom.com
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Strategic Financial Partners, Ltd. - 13F
1 week from now
Jul 8, 2024 · Strategic Financial Partners, Ltd. reported 68 holdings with total value $182 M as of Q2 2024. Top holdings included SPLG, VONG, SPDW, IWR, and IJR. Strategic Financial …
13f.info
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Strategic Financial Partners, Ltd. Q2 2024 13F Top Portfolio Holdings
1 week from now
Strategic Financial Partners, Ltd. reported 68 holdings with total value $182 M as of Q2 2024. Top holdings included SPLG, VONG, SPDW, IWR, and IJR. Strategic Financial Partners, Ltd. ...
13f.info
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STRATEGIC VALUE PARTNERS, LLC Top 13F Holdings
1 week from now
Strategic Value Partners is a hedge fund with 54 clients and discretionary assets under management (AUM) of $21,033,939,631 (Form ADV from 2024-03-28). Their last reported 13F …
whalewisdom.com
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STRATEGIC WEALTH PARTNERS, LTD. Top 13F Holdings
1 week from now
Strategic Wealth Partners, Ltd. is a large advisory firm with 1290 clients and discretionary assets under management (AUM) of $1,082,895,234 (Form ADV from 2024-10-04). Their last …
whalewisdom.com
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STRATEGIC FINANCIAL PLANNING, INC. Top 13F Holdings
1 week from now
Strategic Financial Planning is a large advisory firm with 58 clients and discretionary assets under management (AUM) of $165,859,420 (Form ADV from 2024-08-21). Their last reported 13F …
whalewisdom.com
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Strategic Financial Partners, Ltd. Q1 2024 13F Top Portfolio Holdings
1 week from now
Strategic Financial Partners, Ltd. reported 71 holdings with total value $181 M as of Q1 2024. Top holdings included SPLG, VONG, SPDW, IWR, and IJR. Strategic Financial Partners, Ltd. ...
13f.info
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Strategic Financial Partners, Ltd. Q3 2023 13F Top Portfolio Holdings
1 week from now
Strategic Financial Partners, Ltd. reported 71 holdings with total value $165 M as of Q3 2023. Top holdings included SPLG, VONG, IWR, SPDW, and SPYV ... Strategic Financial Partners, Ltd. …
13f.info
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GUARDIAN FINANCIAL PARTNERS, LLC Top 13F Holdings
1 week from now
Guardian Financial Partners is a large advisory firm with 359 clients and discretionary assets under management (AUM) of $763,688,245 (Form ADV from 2024-03-05). Their last reported …
whalewisdom.com
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Quest Partners LLC Has $3.72 Million Holdings In Markel
1 week from now
1 day ago · Quest Partners LLC increased its position in Markel Group Inc. (NYSE:MKL - Free Report) by 66.2% in the third quarter, according to its most recent 13F filing with the SEC. The …
marketbeat.com
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PASSAIC PARTNERS LLC Top 13F Holdings - WhaleWisdom.com
1 week from now
Passaic Partners is based out of Newark. Passaic Partners is a hedge fund with 12 clients and discretionary assets under management (AUM) of $1,268,372,594 (Form ADV from 2024-03 …
whalewisdom.com
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