Bay Harbor Wealth Management, LLC Portfolio Holdings
Bay Harbor Wealth Management, LLC
- $275 Million
- Q1 2024
Bay Harbor Wealth Management, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $275 Million distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.8M, Ishares Core Total Usd Bond Ma with a value of $23.8M, Vanguard Ftse Developed Market with a value of $21.5M, Vanguard Growth ETF with a value of $20.9M, and Vanguard Value ETF with a value of $18M.
Examining the 13F form we can see an increase of $14.3M in the current position value, from $261M to 275M.
Below you can find more details about Bay Harbor Wealth Management, 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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