List of top 200 securities held by Western Financial Corp:
- 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
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Quarter: 2024Q4
Report Date Time: 2025-01-23 18:00:47
Total Holdings: 120
Assets Under Management (AUM) :
$172,361,616 ($172.36M)
Reporting Manager: Richard S. Levenson
Address:
13400 SABRE SPRINGS PARKWAY
SUITE 170
SAN DIEGO, CA 92128
Since : total money flow = , gains and losses =
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