Innova Wealth Partners Portfolio Holdings
Innova Wealth Partners
- $130 Million
- Q2 2024
Innova Wealth Partners has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $130 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $9.74M, Ishares Barclays 1 3 Year Trea with a value of $7.21M, Litman Gregory Fds Tr Imgp Dbi with a value of $6.72M, Ishares Core U.S. Aggregate Bo with a value of $6.1M, and Technology Sector Spdr with a value of $5.49M.
Examining the 13F form we can see an increase of $5.08M in the current position value, from $125M to 130M.
Below you can find more details about Innova Wealth Partners portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|