White Wing Wealth Management Portfolio Holdings
White Wing Wealth Management
- $128 Million
- Q3 2024
White Wing Wealth Management has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $128 Million distributed in 28 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $41M, Jp Morgan ETF Tr Ultra Short I with a value of $15.7M, Vanguard Ftse Developed Market with a value of $11.6M, Vanguard Small Cap ETF with a value of $11.5M, and Invesco Qqq Trust, Series 1 with a value of $10.7M.
Examining the 13F form we can see an increase of $4.55M in the current position value, from $123M to 128M.
White Wing Wealth Management is based out at The Wodlands, TX
Below you can find more details about White Wing Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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