Wealthsimple 13F annual report (2024) | wallmine

Wealthsimple 13F Annual Report (2024) | Wallmine

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In the most recent 13F filing, Wealthsimple revealed that it had opened a new position in Telus and bought 5,613 shares worth $213 thousand. This means they effectively own …

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Wealthsimple Us 13F Annual Report (2024) | Wallmine

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Recent trades. In the most recent 13F filing, Wealthsimple Us revealed that it had opened a new position in Vanguard Scottsdale Fds and bought 93,417 shares worth $7.71 million. The …

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Wealthsimple Us 13F Annual Report (2024) | Wallmine

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Wealthsimple Us 13F annual report Wealthsimple Us is an investment fund managing more than $169 million ran by Naomi Kantrowitz. There are currently 19 companies in Mrs. Kantrowitz’s …

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Able Wealth Management 13F Annual Report (2024) | Wallmine

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Able Wealth Management 13F annual report. Able Wealth Management is an investment fund managing more than $110 billion ran by Alan Gilmore. There are currently 610 companies in …

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WEALTHSIMPLE INC. Top 13F Holdings - WhaleWisdom.com

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Jun 30, 2024  · 13F Summary. Create Email Alert. Wealthsimple is based out of Toronto. Wealthsimple is a registered investment advisory firm with 17054 clients and discretionary assets under management (AUM) of $196,237,518 (Form ADV from 2021-03-31). Whalewisdom has at least 4 13F filings.

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Wealthsimple 13F Annual Report (2024) | Wallmine

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Wealthsimple 13F annual report Wealthsimple is an investment fund managing more than $2.69 billion ran by Blair Wiley. There are currently 30 companies in Mr. Wiley’s portfolio. ... (AUM) …

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Raine 13F Annual Report (2024) | Wallmine

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Raine 13F annual report Raine is an investment fund managing more than $2.57 billion ran by Angela Risher. There are currently 2 companies in Mrs. Risher’s portfolio. ... As of 8th May 2024, Raine’s top holding is 461,282 shares of Olo Inc currently worth over $2.53 billion and making up 98.4% of the portfolio value. In addition, the fund ...

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Raine 13F Annual Report (2024) | Wallmine

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Raine 13F annual report Raine is an investment fund managing more than $2.57 billion ran by Angela Risher. There are currently 2 companies in Mrs. Risher’s portfolio. ... As of 8th May …

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Wealthsimple Us 13F Annual Report (2024) | Wallmine

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Wealthsimple Us 13F annual report ... As of 5th May 2021, Wealthsimple Us’s top holding is 808,592 shares of Vanguard World Fd currently worth over $53.7 million and making up 31.8% …

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Private Wealth Management 13F Annual Report (2024) – Wallmine…

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$231 billion Assets Under Management (AUM) As of 6th August 2024, Private Wealth Management’s top holding is 3,486,689 shares of Dimensional Etf Trust currently worth over $107

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Capstone Wealth Management Group 13F Annual Report (2024) | Wallmine …

1 week from now

Capstone Wealth Management Group 13F annual report. Capstone Wealth Management Group is an investment fund managing more than $147 billion ran by Bryan Kupchik. There are currently 47 companies in Mr. Kupchik’s portfolio. The largest investments include Invesco Exch Trd Slf Idx Fd and Ishares Tr, together worth $34.3 billion.

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Marshall Wace, LL.P. 13F Annual Report (2024) | Wallmine

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Marshall Wace, LL.P. closed its position in Applied Material on 14th August 2024. It sold the previously owned 618,179 shares for $127 billion. Patrick Lawenda also disclosed a …

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Spire Wealth Management 13F Annual Report (2024) | Wallmine

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As of 17th April 2024, Spire Wealth Management’s top holding is 5,955,866 shares of Ishares Tr currently worth over $1.64 trillion and making up 29.9% of the portfolio value. In addition, the …

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Wealthbridge Capital Management 13F Annual Report (2024

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Wealthbridge Capital Management 13F annual report. Wealthbridge Capital Management is an investment fund managing more than $292 billion ran by Robert Faulkner. There are currently …

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Wealthsimple 13F Annual Report (2024) | Wallmine

1 week from now

Wealthsimple 13F annual report Wealthsimple is an investment fund managing more than $2.69 billion ran by Blair Wiley. There are currently 30 companies in Mr. Wiley’s portfolio. ... $2.69 …

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Blackrock 13F Annual Report (2024) | Wallmine IN

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$4.41 quadrillion Assets Under Management (AUM) As of 6th August 2024, Blackrock’s top holding is 553,976,307 shares of Microsoft currently worth over $248 trillion and making u

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Simplifi 13F Annual Report (2024) | Wallmine

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Simplifi 13F annual report Simplifi is an investment fund managing more than $202 billion ran by Lauren Torres. There are currently 21 companies in Mrs. Torres’s portfolio. The largest …

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Sugarloaf Wealth Management 13F Annual Report (2024) | Wallmine

1 week from now

Sugarloaf Wealth Management 13F annual report. Sugarloaf Wealth Management is an investment fund managing more than $494 billion ran by Todd Smallwood. There are currently 663 companies in Mr. Smallwood’s portfolio. The largest investments include Aptus Defined Risk Etf and Aptus Collared Investment Opportunity Etf, together worth $102 billion.

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Wellington Wealth Strategies, 13F Annual Report (2024) | Wallmine

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Wellington Wealth Strategies, 13F annual report Wellington Wealth Strategies, is an investment fund managing more than $215 billion ran by Sarah Schmidt. There are currently 148 …

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Deutsche Bank Ag\ 13F Annual Report (2024) | Wallmine GB

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As of 7th August 2024, Deutsche Bank Ag\’s top holding is 29,888,001 shares of Microsoft currently worth over $13.4 trillion and making up 6.0% of the portfolio value. Relative to the …

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