List of top 200 securities held by 180 WEALTH ADVISORS LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2024Q3
Report Date Time: 2024-10-31 17:32:55
Total Holdings: 438
Assets Under Management (AUM) :
$630,270,000 ($630.27M)
Reporting Manager: Richard Buchan
Address:
32125 32ND AVENUE SOUTH, SUITE 100
FEDERAL WAY, WA 98001
Since : total money flow = , gains and losses =
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