Fin Dec Wealth Services, Inc. Portfolio Holdings
Fin Dec Wealth Services, Inc.
- $158 Billion
- Q2 2024
Fin Dec Wealth Services, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $158 Billion distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $18.1B, Capital Group Divid Value ETF with a value of $13.3B, Dimensional ETF Tr with a value of $12.3B, Dimensional ETF Trust with a value of $9.18B, and Dimensional ETF Tr Core Fxd In with a value of $8.68B.
Examining the 13F form we can see an decrease of $657M in the current position value, from $159B to 158B.
Fin Dec Wealth Services, Inc. is based out at Stockton, CA
Below you can find more details about Fin Dec Wealth Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|