Strategic Wealth Management Inc 13F annual report (2024)

Strategic Wealth Management Inc 13F Annual Report (2024)

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Strategic Wealth Management Inc 13F annual report Strategic Wealth Management Inc is an investment fund managing more than $197 million ran by Patrick Sizemore. There are …

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

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$273 million Assets Under Management (AUM) As of 6th August 2021, Strategic Wealth Management’s top holding is 847,154 shares of Schwab Strategic Tr currently worth over …

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Strategic Wealth Investment 13F Annual Report (2024) | Wallmine

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Strategic Wealth Investment closed its position in Spdr Dow Jones Indl Average on 13th August 2024. It sold the previously owned 42,680 shares for $16.1 billion. Brett Pohl also disclosed a …

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Strategic Wealth Partners 13F Annual Report (2024) | Wallmine

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$642 million Assets Under Management (AUM) As of 7th November 2023, Strategic Wealth Partners’s top holding is 3,200,359 shares of Ishares Tr currently worth over $417 million and …

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Strategic Wealth Investment 13F Annual Report (2024) | Wallmine CA

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Strategic Wealth Investment 13F annual report Strategic Wealth Investment is an investment fund managing more than $654 billion ran by Doug Robinson. There are currently 109 companies in …

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Private Wealth Management 13F Annual Report (2024) – …

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$221 billion Assets Under Management (AUM) As of 23rd April 2024, Private Wealth Management’s top holding is 3,539,562 shares of Dimensional Etf Trust currently worth over …

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Spectrum Strategic Capital Management 13F Annual Report (2024 ...

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$120 billion Assets Under Management (AUM) As of 8th May 2024, Spectrum Strategic Capital Management’s top holding is 1,116,357 shares of Ishares Tr currently worth over $85.1 billion …

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Strategic Wealth Advisors 13F Annual Report (2024) | Wallmine

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$2.25 billion Assets Under Management (AUM) As of 3rd November 2022, Strategic Wealth Advisors’s top holding is 1,018,046 shares of Apple Inc currently worth over $141 million and …

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Strategic Investment Management 13F Annual Report (2024)

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Strategic Investment Management 13F annual report Strategic Investment Management is an investment fund managing more than $93.4 billion ran by Kenneth Grossfield. ... As of 15th …

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Strategic Investment Management 13F Annual Report (2024)

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$81.7 billion Assets Under Management (AUM) As of 23rd October 2023, Strategic Investment Management’s top holding is 358,960 shares of Ishares Msci Emerging Markets Ex-china …

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

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Strategic Wealth Management is an investment fund managing more than $273 million ran by Michael Priore. There are currently 92 companies in Mr. Priore’s portfolio. The largest …

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

1 week from now

Strategic Wealth Management is an investment fund managing more than $273 million ran by Michael Priore. There are currently 92 companies in Mr. Priore’s portfolio. The largest …

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

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$211 billion Assets Under Management (AUM) As of 7th August 2024, Sterling Wealth Management’s top holding is 221,954 shares of Vanguard Index Fds currently worth over …

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

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$174 billion Assets Under Management (AUM) As of 8th July 2024, Sterling Wealth Management’s top holding is 1,237,920 shares of Spdr Ser Tr currently worth over $72.1 …

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Passaic Partners 13F Annual Report (2024) | Wallmine

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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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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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