List of top 200 securities held by Wealth 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: 2024Q1
Total Holdings: 61
Assets Under Management (AUM) :
$326,674,401 ($326.67M)
Reporting Manager: Adam Colby
Address:
14850 SCENIC HEIGHTS RD #100
EDEN PRAIRIE, MN 55344
Since : total money flow = , gains and losses =
×