List of top 200 securities held by Valued Wealth Advisors 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
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2024Q4
Report Date Time: 2025-01-22 13:52:02
Total Holdings: 645
Assets Under Management (AUM) :
$159,628,560 ($159.63M)
Reporting Manager: Taylor Wagner
Address:
2120 EAST 3900 SOUTH, SUITE 301
HOLLADAY, UT 84124
Since : total money flow = , gains and losses =
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