List of top 200 securities held by Perfromance Wealth Partners 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: 2025Q1
Report Date Time: 2025-04-22 08:00:23
Total Holdings: 165
Assets Under Management (AUM) :
$2,784,642,304 ($2.78B)
Reporting Manager: Ryan Gough
Address:
36 E. HINSDALE AVE.
HINSDALE, IL 60521
Since : total money flow = , gains and losses =
×