Vitalstone 13F annual report (2024) – wallmine.com

Vitalstone 13F Annual Report (2024) – Wallmine.com

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$138 billion Assets Under Management (AUM) As of 31st July 2024, Vitalstone’s top holding is 154,202 shares of iShares 0-3 Month Treasury Bond currently worth over $15.5 billion

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Vitalstone 13F Annual Report (2024) – Wallmine.com

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$125 million Assets Under Management (AUM) As of 7th February 2024, Vitalstone’s top holding is 210,919 shares of iShares 0-3 Month Treasury Bond currently worth over $21.1 mill

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Vitalstone 13F Annual Report (2024) – Wallmine.com

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$118 million Assets Under Management (AUM) As of 8th November 2023, Vitalstone’s top holding is 219,600 shares of iShares 0-3 Month Treasury Bond currently worth over $22.1 mill

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VITALSTONE FINANCIAL, LLC Top 13F Holdings - WhaleWisdom.com

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Sep 30, 2024  · Vitalstone Financial is a large advisory firm with 522 clients and discretionary assets under management (AUM) of $199,749,459 (Form ADV from 2024-10-25). Their last …

whalewisdom.com

VitalStone Financial, LLC - 13F-HR Filing - 2024-09-30 - Fintel

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Sep 30, 2024  · All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the fili

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Wealth 13F Annual Report (2024) - Wallmine

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Wealth 13F annual report. Wealth is an investment fund managing more than $132 million ran by Cornelius Iii. There are currently 131 companies in Mr. Iii’s portfolio. The largest investments …

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Pathstone 13F Annual Report (2024) - Wallmine

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As of 7th August 2024, Pathstone’s top holding is 2,652,374 shares of Spdr Sp 500 Etf Tr currently worth over $1.44 trillion and making up 6.6% of the portfolio value. In addition, the …

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Pathstone 13F Annual Report (2024) – Wallmine.com

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$21.1 trillion Assets Under Management (AUM) As of 6th May 2024, Pathstone’s top holding is 2,366,172 shares of Spdr Sp 500 Etf Tr currently worth over $1.24 trillion and making

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Whale Rock Capital Management 13F Annual Report (2024) – …

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Whale Rock Capital Management 13F annual report. Whale Rock Capital Management is an investment fund managing more than $6.73 trillion ran by Alex Sacerdote. There are currently …

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Pathstone Family Office 13F Annual Report (2024) – Wallmine.com

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As of 9th January 2024, Pathstone Family Office’s top holding is 1,180,582 shares of Microsoft currently worth over $534 billion and making up 7.7% of the portfolio value.Relative to the …

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Cornerstone Capital 13F Annual Report (2024) - Wallmine

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Cornerstone Capital 13F annual report Cornerstone Capital is an investment fund managing more than $991 billion ran by Brad Dinsmore. There are currently 88 companies in Mr. Dinsmore’s …

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Blackrock 13F Annual Report (2024) - Wallmine

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Blackrock 13F annual report Blackrock is an investment fund managing more than $4.41 quadrillion ran by /s/ Fleming. There are currently 4550 companies in Fleming’s portfolio. The …

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Keystone 13F Annual Report (2024) - Wallmine

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Keystone 13F annual report. Keystone is an investment fund managing more than $279 billion ran by Andy Armstrong. There are currently 166 companies in Mr. Armstrong’s portfolio. The …

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Betterment 13F Annual Report (2024) | Wallmine IN

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Betterment 13F annual report. Betterment is an investment fund managing more than $38.6 billion ran by Brian Woldow. There are currently 132 companies in Mr. Woldow’s portfolio. The …

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Meridian 13F Annual Report (2024) - Wallmine

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Meridian 13F annual report. Meridian is an investment fund managing more than $138 billion ran by Georgia Bruggeman. There are currently 67 companies in Mrs. Bruggeman’s portfolio. The …

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Alamar Capital Management 13F Annual Report (2024) | Wallmine

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As of 7th August 2024, Alamar Capital Management’s top holding is 36,612 shares of Vanguard Index Fds currently worth over $15.7 billion and making up 11.4% of the portfolio value. In …

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Blackstone 13F Annual Report (2024) - Wallmine

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As of 7th August 2024, Blackstone’s top holding is 102,346,331 shares of Cheniere Partners LP currently worth over $5.03 trillion and making up 22.9% of the portfolio value. Relative to the …

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Fourthstone 13F Annual Report (2024) - Wallmine

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As of 7th August 2024, Fourthstone’s top holding is 3,275,243 shares of Shore Bancshares currently worth over $37.5 billion and making up 11.9% of the portfolio value. Relative to the …

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Altimeter Capital Management, L.P. 13F Annual Report

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Altimeter Capital Management, L.P. closed its position in Tesla Inc on 14th August 2024. It sold the previously owned 156,670 shares for $38.9 billion. Mara Davis also disclosed a decreased …

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