Consultiva Wealth Management, Corp. Portfolio Holdings
Consultiva Wealth Management, Corp.
- $11 Billion
- Q2 2024
Consultiva Wealth Management, Corp. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $11 Billion distributed in 25 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 $3.24B, Vanguard Whitehall Fds (Vangua with a value of $2.07B, Vanguard Star Fd Vanguard Tota with a value of $1.94B, Iq Hedge Multi Strategy Compos with a value of $1.03B, and Vanguard Small Cap ETF with a value of $1.01B.
Examining the 13F form we can see an increase of $304M in the current position value, from $10.7B to 11B.
Consultiva Wealth Management, Corp. is based out at San Juan, PR
Below you can find more details about Consultiva Wealth Management, Corp. 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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