Strategic Wealth Partners, Ltd. 13F Filings
Strategic Wealth Partners, Ltd. reported 294 holdings with total value $1.04 B as of Q3 2024. Top holdings included MANAGER DIRECTED PORTFOLIOS, MBB, SPSB, MSFT, and EFA ... Top Holdings Form Type Date Filed Filing ID; Q3 2024: 294: 1,040,194: MANAGER DIRECTED …
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Strategic Wealth Partners, Ltd. 13F Filings
1 week from now
Strategic Wealth Partners, Ltd. reported 294 holdings with total value $1.04 B as of Q3 2024. Top holdings included MANAGER DIRECTED PORTFOLIOS, MBB, SPSB, MSFT, and EFA ... Top Holdings Form Type Date Filed Filing ID; Q3 2024: 294: 1,040,194: MANAGER DIRECTED …
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Strategic Wealth Partners Ltd. Top Holdings 13F Filings
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99 rows · At 06/30/2024: $957,592. Strategic Wealth Partners Ltd. AUM history. Strategic Wealth Partners Ltd. holdings changes, total fund size, and other information presented on …
holdingschannel.com
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Strategic Wealth Partners, Ltd. Q3 2024 13F Top Portfolio Holdings
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Sep 30, 2024 · Strategic Wealth Partners, Ltd. reported 294 holdings with total value $1.04 B as of Q3 2024. Top holdings included MANAGER DIRECTED PORTFOLIOS, MBB, SPSB, …
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Strategic Wealth Partners, Ltd. Q1 2024 13F Top Portfolio Holdings
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May 20, 2024 · Strategic Wealth Partners, Ltd. reported 278 holdings with total value $911 M as of Q1 2024. Top holdings included DGRO, SPYG, MBB, MSFT, and SPSB. Strategic Wealth …
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Strategic Wealth Partners 13F Filings And Top Holdings And Stakes ...
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Latest statistics and disclosures from Strategic Wealth Partners's latest quarterly 13F-HR filing: Top 5 stock holdings are DGRO, SPYG, MBB ... Lazard Ltd Shs -a - 0.8 : $7.6M : NEW : 182k …
stockzoa.com
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Strategic Wealth Partners, Ltd. Q2 2024 13F Top Portfolio Holdings
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Strategic Wealth Partners, Ltd. reported 289 holdings with total value $958 M as of Q2 2024. Top holdings included DGRO, SPYG, MBB, MSFT, and SPSB. Strategic Wealth Partners, Ltd. ...
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STRATEGIC FINANCIAL PARTNERS, LTD. Top 13F Holdings
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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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GSA Capital Partners LLP Cuts Stock Holdings In Futu Holdings …
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1 day ago · GSA Capital Partners LLP trimmed its position in shares of Futu Holdings Limited (NASDAQ:FUTU - Free Report) by 85.9% in the third quarter, according to its most recent …
marketbeat.com
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Strategic Wealth Partners, Ltd. Q1 2023 13F Top Portfolio Holdings
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Mar 31, 2023 · Strategic Wealth Partners, Ltd. reported 258 holdings with total value $652 M as of Q1 2023. Top holdings included TIME, DGRO, MBB, BIL, and SPSB. Strategic Wealth …
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Starbucks Co. (NASDAQ:SBUX) Holdings Decreased By Aviso …
1 week from now
1 day ago · November 18, 2024. Aviso Wealth Management decreased its holdings in shares of Starbucks Co. (NASDAQ:SBUX - Free Report) by 39.0% during the third quarter, according to …
marketbeat.com
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Strategic Wealth Partners, Ltd. Q2 2023 13F Top Portfolio Holdings
1 week from now
May 20, 2024 · Strategic Wealth Partners, Ltd. reported 285 holdings with total value $773 M as of Q2 2023. Top holdings included TIME, DGRO, MBB, SPSB, and EFA. Strategic Wealth …
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