Turtle Creek Wealth Advisors LLC Grows Holdings in Wells Fargo ...

Nov 16, 2024 · Turtle Creek Wealth Advisors LLC lifted its position in shares of Wells Fargo & Company (NYSE:WFC) by 18.0% during the 3rd quarter, HoldingsChannel reports. The fund …

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Turtle Creek Wealth Advisors LLC Grows Holdings In Wells Fargo ...

4 weeks from now

Nov 16, 2024 · Turtle Creek Wealth Advisors LLC lifted its position in shares of Wells Fargo & Company (NYSE:WFC) by 18.0% during the 3rd quarter, HoldingsChannel reports. The fund …

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Turtle Creek Wealth Advisors 13F Annual Report - Wallmine

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As of 19th January 2024, Turtle Creek Wealth Advisors’s top holding is 61,847 shares of Vanguard S&p 500 Etf currently worth over $27 billion and making up 8.0% of the portfolio …

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TURTLE CREEK WEALTH ADVISORS, LLC Top 13F Holdings

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Turtle Creek Wealth Advisors is a large advisory firm with 86 clients and discretionary assets under management (AUM) of $801,233,797 (Form ADV from 2024-10-08). Their last reported …

whalewisdom.com

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Turtle Creek Wealth Advisors 13F Filings And Top Holdings

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Latest statistics and disclosures from Turtle Creek Wealth Advisors's latest quarterly 13F-HR filing: Top 5 stock holdings are VOO, IEFA, XLV, AAPL, MSFT, and represent 26.90% of …

stockzoa.com

$905
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Turtle Creek Wealth Advisors Review 2024 - Investor.com

4 weeks from now

Oct 16, 2024 · Turtle Creek Wealth Advisors, registered in 2023, serves 2 state(s) with a licensed staff of 16 advisors. Turtle Creek Wealth Advisors manages $905.6 million and provides …

investor.com

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Sage Advisors LLC Raises Stock Holdings In Blue Owl ... - MarketBeat

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Nov 17, 2024 · Turtle Creek Wealth Advisors LLC boosted its holdings in shares of Blue Owl Capital by 9.2% during the 3rd quarter. Turtle Creek Wealth Advisors LLC now owns 19,037 …

marketbeat.com

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Blue Owl Capital Target Of Unusually High Options Trading

4 weeks from now

1 day ago · Finally, Turtle Creek Wealth Advisors LLC grew its holdings in Blue Owl Capital by 9.2% during the third quarter. Turtle Creek Wealth Advisors LLC now owns 19,037 shares of …

marketbeat.com

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Turtle Creek Wealth Advisors, LLC | TX - SmartAdvisor Match

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Currently, Margaret is part of Turtle Creek Wealth Advisors, LLC, which operates out of Dallas, Texas. The firm has 3 offices and 19 employees. The firm manages assets totaling $905.6 …

smartadvisormatch.com