Portfolio Holdings & Fund Performance - Schulz Wealth LTD.

List of top 200 securities held by Schulz Wealth LTD.:

  1. 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.
  2. The table below lists top 200 holdings for the reported quarter.
  3. 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>>
Quarter: 2024Q4
Report Date Time: 2025-02-05 11:58:08
Total Holdings: 61
Assets Under Management (AUM) :
$130,214,072 ($130.21M)
Reporting Manager: Robert R Schulz
Address:

1752 BROAD PARK CIR N
STE 110
MANSFIELD, TX 76063-7829

Since : total money flow = , gains and losses =

Select filters:

×

ERROR