Wrenne Financial Planning LLC Portfolio Holdings
Wrenne Financial Planning LLC
- $168 Billion
- Q3 2024
Wrenne Financial Planning LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 45 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 $38.1B, Vanguard Ftse All World Ex Us with a value of $24.2B, Spdr S&P 600 Small Cap Value E with a value of $14.3B, Vanguard Specialized Funds Van with a value of $11.9B, and Vanguard Bd Index Fd Inc Total with a value of $11.1B.
Examining the 13F form we can see an increase of $22.8B in the current position value, from $145B to 168B.
Wrenne Financial Planning LLC is based out at Lexington, KY
Below you can find more details about Wrenne Financial Planning LLC 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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