List of top 200 securities held by MPWM ADVISORY SOLUTIONS 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: 2025-02-14 17:39:12
Total Holdings: 736
Assets Under Management (AUM) :
$136,818,000 ($136.82M)
Reporting Manager: Evelyn Perez
Address:
8000 AVALON BLVD., STE 100
ALPHARETTA, GA 30009
Since : total money flow = , gains and losses =
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