Bennett Associates Wealth Management Portfolio Holdings
Bennett Associates Wealth Management
- $111 Billion
- Q2 2024
Bennett Associates Wealth Management has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $111 Billion distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Trust Capital Strength E with a value of $22.3B, Ishares Tr with a value of $12.6B, Goldman Sachs ETF Tr Activebet with a value of $7.2B, First Tr ETF Viii Tcw Opportun with a value of $6.41B, and Ishares Inc Msci Emerging Mkts with a value of $6.3B.
Examining the 13F form we can see an increase of $235M in the current position value, from $111B to 111B.
Bennett Associates Wealth Management is based out at Butler, PA
Below you can find more details about Bennett Associates 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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