Comprehensive Wealth Management, LLC Portfolio Holdings
Comprehensive Wealth Management, LLC
- $135 Million
- Q2 2024
Comprehensive Wealth Management, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $135 Million distributed in 32 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Iv with a value of $41.7M, Spdr Ser Tr Spdr Portfolio Int with a value of $39.4M, Vaneck ETF Tr Preferred Securi with a value of $29.4M, Technology Sector Spdr with a value of $4.6M, and Ishares Tr Core Intl Aggregate with a value of $2.18M.
Examining the 13F form we can see an increase of $7.42M in the current position value, from $127M to 135M.
Comprehensive Wealth Management, LLC is based out at Lynnwood, WA
Below you can find more details about Comprehensive Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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