List of top 200 securities held by Wealth Dimensions Group Ltd.:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2025Q2
Report Date Time: 2025-08-12 15:52:05
Total Holdings: 168
Assets Under Management (AUM) :
$431,991,232 ($431.99M)
Reporting Manager: Karey Williams
Address:
7870 E. KEMPER ROAD
SUITE 210
CINCINNATI, OH 45249
Since : total money flow = , gains and losses =
×