Fusion Family Wealth LLC Portfolio Holdings
Fusion Family Wealth LLC
- $1.08 Billion
- Q3 2024
Fusion Family Wealth LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 43 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 $185M, Invesco Exchange Traded Fd Tr with a value of $139M, Vanguard Ftse Emerging Mkts Et with a value of $106M, Vanguard Small Cap ETF with a value of $89.6M, and Vanguard Ftse Developed Market with a value of $89.5M.
Examining the 13F form we can see an increase of $100M in the current position value, from $982M to 1.08B.
Below you can find more details about Fusion Family Wealth 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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