Svb Wealth LLC Portfolio Holdings by Sector
Svb Wealth LLC
- $117 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWY AGG IWX IEFA IWS IEMG MUB IWP 17 stocks |
$115,966
98.99% of portfolio
|
- |
17
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$679
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$499
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|