Fusion Family Wealth LLC Portfolio Holdings
Fusion Family Wealth LLC
- $982 Million
- Q2 2024
Fusion Family Wealth LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $982 Million 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 $169M, Invesco Exchange Traded Fd Tr with a value of $126M, Vanguard Ftse Emerging Mkts Et with a value of $91.8M, Vanguard Ftse Developed Market with a value of $80.5M, and Vanguard Small Cap ETF with a value of $77.9M.
Examining the 13F form we can see an increase of $17M in the current position value, from $965M to 982M.
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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