STRATEGIC FINANCIAL PARTNERS, LTD. Top 13F Holdings

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 13F filing for Q2 2024 included $181,615,070 in managed 13F securities and a top 10 holdings …

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Strategic Financial Partners Ltd. Top Holdings 13F Filings

1 week from now

At 03/31/2024: $180,655. Strategic Financial Partners Ltd. AUM history. Strategic Financial Partners Ltd. holdings changes, total fund size, and other information presented on …

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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. ... 67 Date filed 10/28/2024 Form …

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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. ...

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Strategic Financial Partners 13F Filings And Top Holdings And Stakes ...

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Latest statistics and disclosures from Strategic Financial Partners's latest quarterly 13F-HR filing: Top 5 stock holdings are SPLG, VONG, SPDW, IWR, IJR, and represent 47.76% of Strategic …

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Strategic Financial Partners, Ltd. Q1 2023 13F Top Portfolio Holdings

1 week from now

Strategic Financial Partners, Ltd. reported 69 holdings with total value $163 M as of Q1 2023. Top holdings included SPLG, SPYV, IWR, IJR, and SPDW. Strategic Financial Partners, Ltd. ...

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Strategic Financial Partners, Ltd. Q4 2022 13F Top Portfolio Holdings

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Strategic Financial Partners, Ltd. reported 71 holdings with total value $164 M as of Q4 2022. Top holdings included SPLG, SPYV, SPTI, IWR, and AGG. Strategic Financial Partners, Ltd. Q4 …

13f.info

Mawer Investment Management Ltd. Has $514.24 Million Stock …

1 week from now

1 day ago  · Mawer Investment Management Ltd. lessened its position in shares of Intercontinental Exchange, Inc. (NYSE:ICE - Free Report) by 30.7% during the 3rd quarter, according to its …

marketbeat.com

Strategic Financial Partners, Ltd. - GuruFocus

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Past Performances and the history of Asset Under Management Strategic Financial Partners, Ltd. Current Holdings: 71Stocks(10 new) Top holdings: SPLG(14.33%) VONG(12.36%) …

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Strategic Financial Partners, Ltd. Q3 2022 13F Top Portfolio Holdings

1 week from now

Strategic Financial Partners, Ltd. reported 63 holdings with total value $157 M as of Q3 2022. Top holdings included SPLG, IWR, SPYV, VCIT, and IJR. Strategic Financial Partners, Ltd. ...

13f.info

Strategic Financial Partners, Ltd. Q2 2022 13F Top Portfolio Holdings

1 week from now

Strategic Financial Partners, Ltd. reported 64 holdings with total value $171 M as of Q2 2022. Top holdings included SPYV, SPLG, AGG, IWR, and VCIT. Strategic Financial Partners, Ltd. ...

13f.info

David Rolfe's Strategic Moves In Q3 2024: A Closer Look At …

1 week from now

4 days ago  · Edwards Lifesciences Corp (NYSE:EW) saw an addition of 4,830 shares, bringing the total to 359,257 shares. This adjustment increased the share count by 1.36% and had a …

yahoo.com

Strategic Financial Partners, Ltd. Q1 2022 13F Top Portfolio Holdings

1 week from now

Strategic Financial Partners, Ltd. reported 69 holdings with total value $196 M as of Q1 2022. Top holdings included VONG, SPLG, IWR, SPDW, and IJR. Strategic Financial Partners, Ltd. ...

13f.info