Wealth Group Ltd
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationeden prairie, MN
- CIK0002010748
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
65 | $345.90M | IVV, QUAL, COWZ, VOO | 13F-HR | Jan 8, 2025 | 000201074825000001 | ||
65 | $343.54M | IVV, QUAL, COWZ, VOO | 13F-HR | Oct 8, 2024 | 000201074824000004 | ||
61 | $331.05M | IVV, QUAL, COWZ, VOO | 13F-HR | Jul 9, 2024 | 000201074824000002 | ||
61 | $324.84M | IVV, QUAL, IUSB, COWZ | 13F-HR | May 14, 2024 | 000201074824000001 | ||
60 | $302.71M | IVV, QUAL, IUSB, COWZ | 13F-HR | Feb 8, 2024 | 000201065624000002 |