Client 1 St Advisory Group, LLC Portfolio Holdings
Client 1 St Advisory Group, LLC
- $230 Million
- Q2 2024
Client 1 St Advisory Group, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $230 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $41.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $29.9M, Dimensional ETF Tr Core Fxd In with a value of $14.2M, Dimensional ETF Tr Dimensional with a value of $14.2M, and Ishares Trust Ishares Esg Awar with a value of $12.5M.
Examining the 13F form we can see an increase of $9.12M in the current position value, from $221M to 230M.
Client 1 St Advisory Group, LLC is based out at Clearwater, FL
Below you can find more details about Client 1 St Advisory Group, 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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