Advisory Services & Investments, LLC Portfolio Holdings
Advisory Services & Investments, LLC
- $131 Million
- Q3 2024
Advisory Services & Investments, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $131 Million distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $20.8M, Vanguard Mid Cap ETF with a value of $16M, Dimensional ETF Tr U S Small C with a value of $12.3M, Vanguard Index Fds S&P 500 ETF with a value of $12M, and Dimensional ETF Tr U S Core Eq with a value of $11.6M.
Examining the 13F form we can see an increase of $752K in the current position value, from $131M to 131M.
Below you can find more details about Advisory Services & Investments, LLC 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 |
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