Bcs Wealth Management Portfolio Holdings
Bcs Wealth Management
- $312 Million
- Q1 2024
Bcs Wealth Management has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $312 Million distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $16.2M, Schwab Strategic Tr Us Large C with a value of $15.8M, Invesco Et Seld Idxd Fd Tr Bul with a value of $9.82M, Invesco Et Self Idxd Fd Tr Bul with a value of $9.74M, and Invesco Et Self Idxd Fd Tr Bul with a value of $8.4M.
Examining the 13F form we can see an increase of $40.1M in the current position value, from $272M to 312M.
Below you can find more details about Bcs 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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