Wealthspire Advisors 13F annual report (2023) | wallmine GB

Wealthspire Advisors 13F Annual Report (2023) | Wallmine GB

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$5.82 trillion Assets Under Management (AUM) As of 2nd May 2023, Wealthspire Advisors’s top holding is 11,988,523 shares of Ishares Tr currently worth over $1.74 trillion and ma

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Wealthspire Advisors 13F Annual Report - Gb.ws.wallmine.com

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$6.98 trillion Assets Under Management (AUM) As of 31st January 2024, Wealthspire Advisors’s top holding is 14,432,327 shares of Ishares Tr currently worth over $2.23 trillion a

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Wealthspire Advisors 13F Annual Report (2023) – Wallmine.com

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$6.05 trillion Assets Under Management (AUM) As of 30th October 2023, Wealthspire Advisors’s top holding is 14,042,333 shares of Ishares Tr currently worth over $1.93 trillion a

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Wealthspire Advisors 13F Annual Report (2024) | Wallmine

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$7.75 trillion Assets Under Management (AUM) As of 1st August 2024, Wealthspire Advisors’s top holding is 20,396,332 shares of Ishares Tr currently worth over $2.54 trillion and making up …

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Wealthspire Advisors, L.P. 13F Annual Report (2024) | Wallmine

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$1.39 billion Assets Under Management (AUM) As of 7th October 2020, Wealthspire Advisors, L.P.’s top holding is 1,392,673 shares of Vanguard Index Fds currently worth over $260 million …

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WEALTHSPIRE ADVISORS, LLC Top 13F Holdings

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Wealthspire Advisors is based out of New York. Wealthspire Advisors is a hedge fund with 8100 clients and discretionary assets under management (AUM) of $21,335,277,932 (Form ADV …

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Hilltop Wealth Advisors 13F Annual Report (2023) | Wallmine GB

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Hilltop Wealth Advisors 13F annual report ... As of 26th January 2023, Hilltop Wealth Advisors’s top holding is 153,765 shares of Select Sector Spdr Tr currently worth over $20.9 billion and …

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Bluespruce Investments, L.P. 13F Annual Report - Wallmine

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As of 9th August 2023, Bluespruce Investments, L.P.’s top holding is 7,419,797 shares of Fiserv currently worth over $936 billion and making up 16.1% of the portfolio value. Relative to the …

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Pure Advisors 13F Annual Report (2023) | Wallmine GB

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Pure Advisors 13F annual report Pure Advisors is an investment fund managing more than $2.35 trillion ran by Benjamin Littman. There are currently 147 companies in Mr. Littman’s portfolio. …

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Wealthsource Partners 13F Annual Report (2023) | Wallmine

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$1.47 trillion Assets Under Management (AUM) As of 8th May 2023, Wealthsource Partners’s top holding is 3,507,323 shares of Schwab Strategic Tr currently worth over $170 billion

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Wealthstream Advisors 13F Annual Report (2024) | Wallmine

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Wealthstream Advisors is an investment fund managing more than $242 billion ran by Michael Goodman. There are currently 98 companies in Mr. Goodman’s portfolio. The largest …

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Wealthspire Advisors, L.P. 13F Annual Report (2024) | Wallmine

1 week from now

$1.39 billion Assets Under Management (AUM) As of 7th October 2020, Wealthspire Advisors, L.P.’s top holding is 1,392,673 shares of Vanguard Index Fds currently worth over $260

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Advisor 13F Annual Report - Gb.ws.wallmine.com

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$14.3 billion Assets Under Management (AUM) As of 7th October 2020, Advisor’s top holding is 40,754,942 shares of Ishares Tr currently worth over $3.64 billion and making up 25.

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

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Recent trades. In the most recent 13F filing, Aspire Capital Advisors revealed that it had opened a new position in J P Morgan Exchange Traded F and bought 224,459 shares worth $13.2 …

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Wall Capital 13F Annual Report (2024) - Wallmine

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Recent trades. In the most recent 13F filing, Wall Capital revealed that it had opened a new position in Select Sector Spdr Tr and bought 463,369 shares worth $36.3 billion. The …

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