Tl Private Wealth Portfolio Holdings
Tl Private Wealth
- $214 Million
- Q2 2024
Tl Private Wealth has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $214 Million distributed in 44 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $45.3M, Vanguard Value ETF with a value of $35.9M, Vanguard Mid Cap ETF with a value of $30.1M, First Trust Senior Ln Fund with a value of $21.2M, and Vanguard Ftse All World Ex Us with a value of $15.4M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $204M to 214M.
Below you can find more details about Tl Private Wealth portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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