Measured Wealth Private Client Group, LLC Portfolio Holdings
Measured Wealth Private Client Group, LLC
- $283 Million
- Q2 2024
Measured Wealth Private Client Group, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $283 Million distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $33.5M, Spdr Portfolio S&P 500 Value E with a value of $32.5M, Spdr Portfolio with a value of $18.1M, Spdr S&P 500 ETF Trust with a value of $16.3M, and Vanguard Whitehall Fds (Vangua with a value of $15.5M.
Examining the 13F form we can see an decrease of $2.14M in the current position value, from $285M to 283M.
Below you can find more details about Measured Wealth Private Client Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|