Ipsen Advisor Group LLC Portfolio Holdings
Ipsen Advisor Group LLC
- $86.8 Billion
- Q4 2022
Ipsen Advisor Group LLC has filed its 13F form on February 10, 2023 for Q4 2022 where it was disclosed a total value porftolio of $86.8 Billion distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Flowers Foods Inc with a value of $12.7B, Xtrackers Msci Eafe Hedged Equ with a value of $3.88B, Ishares Morningstar Mid Cap Va with a value of $3.84B, Ishares Morningstar Small Cap with a value of $3.67B, and Ishare Morningstar Mid Cap Gro with a value of $3.47B.
Examining the 13F form we can see an increase of $86.8B in the current position value.
Ipsen Advisor Group LLC is based out at Little Rock, AR
Below you can find more details about Ipsen Advisor Group 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 |
|---|
Summary
- Portfolio
- No. of Stocks 100
- Current Value $86.8 Billion
- Filing
- Period Q4 2022
- Filing Date February 10, 2023
- Form Type 13F-HR
- Activity in Q4 2022
- New Purchases 100 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks