Quotient Wealth Partners, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationdallas, TX
- CIK0002004904
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
325 | $3.06B | IVV, KRE, AGG, TRIMTABS ETF TR | 13F-HR | Jan 28, 2025 | 000200490425000002 | ||
314 | $3.04B | IVV, KRE, AGG, TRIMTABS ETF TR | 13F-HR | Oct 9, 2024 | 000200490424000003 | ||
303 | $2.86B | IVV, KRE, AGG, TRIMTABS ETF TR | 13F-HR | Jul 24, 2024 | 000200490424000001 | ||
293 | $2.80B | IVV, KRE, IEFA, AGG | 13F-HR | May 14, 2024 | 000122107324000045 | ||
279 | $2.58B | IVV, KRE, IEFA, AGG | 13F-HR | Feb 8, 2024 | 000122107324000015 |