Valued Wealth Advisors 13F annual report (2024) | wallmine

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

1 week from now

$141 billion Assets Under Management (AUM) As of 23rd April 2024, Valued Wealth Advisors’s top holding is 2,046,142 shares of Dimensional Etf Trust currently worth over $74.8 billion and …

wallmine.com

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

1 week from now

Meridian Wealth Advisors closed its position in Pioneer Nat Res Co on 2nd August 2024. It sold the previously owned 15,249 shares for $4 billion. Joshua Galatzan also disclosed a …

wallmine.com

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

1 week from now

As of 30th July 2024, Ibex Wealth Advisors’s top holding is 785,895 shares of NVIDIA Corp currently worth over $97.1 billion and making up 15.1% of the portfolio value. Relative to the …

wallmine.com

Covey Capital Advisors 13F Annual Report (2024) | Wallmine AU

1 week from now

In the most recent 13F filing, Covey Capital Advisors revealed that it had opened a new position in First Citizens BancShares and bought 394 shares worth $663 million. This means they …

wallmine.com

Value Monitoring 13F Annual Report (2024) | Wallmine IN

1 week from now

Value Monitoring 13F annual report. Value Monitoring is an investment fund managing more than $270 thousand ran by Mark Levenson. There are currently 2 companies in Mr. Levenson’s …

wallmine.com

Hhlr Advisors, Ltd 13F Annual Report (2024) | Wallmine IN

1 week from now

As of 7th August 2024, Hhlr Advisors, Ltd’s top holding is 8,892,447 shares of PDD Inc currently worth over $1.18 trillion and making up 29.2% of the portfolio value. Relative to the number of outstanding shares of PDD Inc, Hhlr Advisors, Ltd owns more than approximately 0.1% of the company. In addition, the fund holds 5,176,906 shares of ...

wallmine.com

Waverly Advisors 13F Annual Report (2024) | Wallmine

1 week from now

As of 7th August 2024, Waverly Advisors’s top holding is 8,262,469 shares of Ishares Tr currently worth over $1.24 trillion and making up 24.5% of the portfolio value. In addition, the fund holds …

wallmine.com

Bordeaux Wealth Advisors 13F Annual Report - Wallmine

1 week from now

$297 billion Assets Under Management (AUM) As of 22nd April 2024, Bordeaux Wealth Advisors’s top holding is 57,801 shares of NVIDIA Corp currently worth over $52.2 billion and …

wallmine.com

Balanced Wealth Group 13F Annual Report (2024) | Wallmine

1 week from now

Balanced Wealth Group 13F annual report Balanced Wealth Group is an investment fund managing more than $195 billion ran by Michelle Taylor. There are currently 45 companies in …

wallmine.com

Platinum Equity 13F Annual Report (2024) | Wallmine IN

1 week from now

As of 7th August 2024, Platinum Equity’s top holding is 3,165,522 shares of Verra Mobility currently worth over $86.1 billion and making up 54.0% of the portfolio value. Relative to the …

wallmine.com

Trivest Advisors Ltd 13F Annual Report (2024) - Wallmine

1 week from now

As of 6th August 2024, Trivest Advisors Ltd’s top holding is 828,000 shares of Microsoft currently worth over $370 billion and making up 19.2% of the portfolio value. Relative to the number of …

wallmine.com

West Advisors 13F Annual Report (2024) | Wallmine GB

1 week from now

West Advisors is an investment fund managing more than $477 billion ran by Laura West. There are currently 120 companies in Mrs. West’s portfolio. The largest investments include Spdr Sp …

wallmine.com

Natixis Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Aug 1, 2024  · As of 25th July 2024, Natixis Advisors’s top holding is 5,040,607 shares of Microsoft currently worth over $2.25 billion and making up 4.9% of the portfolio value. Relative to the …

wallmine.com

Ensign Peak Advisors, Inc 13F Annual Report - Wallmine

1 week from now

Ensign Peak Advisors, Inc closed its position in Spdr Sp 500 Etf Tr on 14th May 2024. It sold the previously owned 140,000 shares for $66.5 billion. Don Clouse also disclosed a decreased …

wallmine.com

Wolf Capital Advisors 13F Annual Report (2024) | Wallmine

1 week from now

As of 23rd July 2024, Wolf Capital Advisors’s top holding is 327,482 shares of Invesco Exchange Traded Fd T currently worth over $15 billion and making up 5.9% of the portfolio value. In …

wallmine.com

Rovida Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Rovida Advisors closed its position in NextEra Inc on 13th August 2024. It sold the previously owned 200,000 shares for $12.8 billion. Clive Mackintosh also disclosed a decreased stake in …

wallmine.com

How Much Does A Financial Advisor Cost? (Updated For 2024)

1 week from now

Apr 2, 2024  · Between $1,000 and $3,000. A comprehensive financial plan could cost $2,000. Retainer Fee. A set annual fee for a predetermined set of services. Between $6,000 and $10,000 per year. An annual relationship with a financial planner could cost $8,000. *Costs can vary based on the complexity and scope of services provided.

harnesswealth.com