Wbi Investments, Inc. Portfolio Holdings
Wbi Investments, Inc.
- $402 Million
- Q3 2024
Wbi Investments, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $402 Million distributed in 329 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Absolute Shs Tr Wbi Pwr Factor with a value of $29.2M, Absolute Shs Tr Wbi Bullbear Y with a value of $27M, Absolute Shs Tr Wbi Bullbear Q with a value of $25M, Absolute Shs Tr Wbi Bullbear V with a value of $20.8M, and Pacer Fds Tr Trendpilot Us Mid with a value of $7.17M.
Examining the 13F form we can see an decrease of $1.66M in the current position value, from $404M to 402M.
Below you can find more details about Wbi Investments, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 329
- Current Value $402 Million
- Prior Value $404 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 112 stocks
- Additional Purchases 50 stocks
- Sold out of 0 stocks
- Reduced holdings in 67 stocks