List of top 200 securities held by Quotient 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: 2025-04-30 13:21:47
Total Holdings: 316
Assets Under Management (AUM) :
$2,677,265,408 ($2.68B)
Reporting Manager: Jeff Ramsey
Address:
5430 LBJ FREEWAY
SUITE 1150
DALLAS, TX 75240
Since : total money flow = , gains and losses =
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