American Financial & Tax Strategies Inc Portfolio Holdings
American Financial & Tax Strategies Inc
- $192 Million
- Q3 2024
American Financial & Tax Strategies Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $11.4M, Wisdomtree Tr Emerging Mkts Ex with a value of $9.72M, Vanguard Russell 1000 Growth E with a value of $8.72M, Spdr Portfolio with a value of $8.67M, and Invesco ETF Tr Ii S&P 500 Low with a value of $7.03M.
Examining the 13F form we can see an increase of $7.05M in the current position value, from $185M to 192M.
American Financial & Tax Strategies Inc is based out at New York, NY
Below you can find more details about American Financial & Tax Strategies Inc 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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