Operose Advisors LLC Portfolio Holdings
Operose Advisors LLC
- $307 Million
- Q3 2024
Operose Advisors LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $307 Million distributed in 610 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $57.3M, Vanguard Whitehall Fds (Vangua with a value of $52.5M, Vanguard Ftse Developed Market with a value of $15.9M, Schwab Strategic Tr Intl Eqty with a value of $13.1M, and Ishares Core S&P Sm Cap ETF with a value of $12M.
Examining the 13F form we can see an increase of $25.6M in the current position value, from $282M to 307M.
Operose Advisors LLC is based out at Milwaukee, WI
Below you can find more details about Operose Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 610
- Current Value $307 Million
- Prior Value $282 Million
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 56 stocks
- Additional Purchases 136 stocks
- Sold out of 0 stocks
- Reduced holdings in 47 stocks