List of top 200 securities held by U S WEALTH GROUP 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
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- Peter Lynch
What is insider trading>>
Quarter: 2024Q4
Report Date Time: 2025-02-13 10:12:54
Total Holdings: 40
Assets Under Management (AUM) :
$132,284,128 ($132.28M)
Reporting Manager: Robert J Santarpia Jr
Address:
7600 JERICHO TPKE
SUITE 303
WOODBURY, NY 11797
Since : total money flow = , gains and losses =
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