WALLER FINANCIAL PLANNING GROUP, INC Top 13F Holdings

Waller Financial Planning Group is a large advisory firm with 555 clients and discretionary assets under management (AUM) of $524,084,258 (Form ADV from 2024-03-04). Their last reported …

CouponFollow Extension

$524084258
OFF

WALLER FINANCIAL PLANNING GROUP, INC Top 13F Holdings

1 week from now

Waller Financial Planning Group is a large advisory firm with 555 clients and discretionary assets under management (AUM) of $524,084,258 (Form ADV from 2024-03-04). Their last reported …

whalewisdom.com

$403
OFF

Waller Financial Planning Group, Inc Q3 2024 13F Top Portfolio …

1 week from now

Jul 2, 2024 · Waller Financial Planning Group, Inc reported 68 holdings with total value $403 M as of Q3 2024. Top holdings included SPMD, SPSM, SPDW, IVV, and OMFL. ... Date filed …

13f.info

$372
OFF

Waller Financial Planning Group, Inc 13F Annual Report

1 week from now

$372 billion Assets Under Management (AUM) As of 25th June 2024, Waller Financial Planning Group, Inc’s top holding is 2,913,054 shares of Spdr Ser Tr currently worth over $125 billion …

wallmine.com

$372
OFF

Waller Financial Planning Group, Inc Q2 2024 13F Top Portfolio …

1 week from now

Jul 2, 2024 · Waller Financial Planning Group, Inc reported 70 holdings with total value $372 M as of Q2 2024. Top holdings included SPMD, SPSM, SPDW, IVV, and OMFL. WALLER …

13f.info

$375
OFF

Waller Financial Planning Group, Inc 13F Annual Report

1 week from now

Limited to 30 biggest holdings $375 billion Assets Under Management (AUM) As of 26th March 2024, Waller Financial Planning Group, Inc’s top holding is 2,845,121 shares of Spdr Ser Tr …

wallmine.com

$344658846.02
OFF

WALLER FINANCIAL PLANNING GROUP, INC | Form 13F - RADiENT

1 week from now

SEC Form 13F for WALLER FINANCIAL PLANNING GROUP, INC, CIK: 1736079 as on 31 Dec 2022. Quarterly holdings report, AUM: $344,658,846.02. RADiENT dramatically simplifies …

radientanalytics.com

7%
OFF

Janney Montgomery Scott LLC Makes New Investment In Celsius …

1 week from now

7 hours ago · Vanguard Group Inc. increased its position in Celsius by 18.7% in the first quarter. Vanguard Group Inc. now owns 16,313,762 shares of the company's stock worth …

marketbeat.com

0%
OFF

Sumitomo Mitsui Trust Group Inc. Has $24.51 Million Stock …

1 week from now

6 hours ago · Sumitomo Mitsui Trust Group Inc. trimmed its position in shares of Nextdoor Holdings, Inc. (NYSE:KIND - Free Report) by 11.0% during the 3rd quarter, according to its …

marketbeat.com

$257
OFF

Waller Financial Planning Group, Inc Q2 2020 13F Top Portfolio …

1 week from now

Waller Financial Planning Group, Inc reported 47 holdings with total value $257 M as of Q2 2020. Top holdings included IVV, SPDW, SPAB, VGSH, and SPSM. WALLER FINANCIAL …

13f.info

$273
OFF

Waller Financial Planning Group, Inc Q3 2020 13F Top Portfolio …

1 week from now

Waller Financial Planning Group, Inc reported 46 holdings with total value $273 M as of Q3 2020. Top holdings included IVV, SPDW, SPAB, VGSH, and SPMD. WALLER FINANCIAL …

13f.info

$321
OFF

Waller Financial Planning Group, Inc Q4 2020 13F Top Portfolio …

1 week from now

Waller Financial Planning Group, Inc reported 45 holdings with total value $321 M as of Q4 2020. Top holdings included IVV, SPDW, SPAB, SPSM, and SPMD. WALLER FINANCIAL …

13f.info