List of top 200 securities held by Strategic Wealth Partners Ltd.:
- 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: 2024Q4
Report Date Time: 2025-02-14 10:50:52
Total Holdings: 314
Assets Under Management (AUM) :
$1,207,686,400 ($1.21B)
Reporting Manager: Matt Bures
Address:
5005 ROCKSIDE RD
SUITE 1200
INDEPENDENCE, OH 44131-6829
Since : total money flow = , gains and losses =
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