COOPER FINANCIAL GROUP Top 13F Holdings - WhaleWisdom.com

Cooper Financial Group is a large advisory firm with 2383 clients and discretionary assets under management (AUM) of $1,575,058,662 (Form ADV from 2024-10-28). Their last reported 13F …

$1575058662
OFF

COOPER FINANCIAL GROUP Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Cooper Financial Group is a large advisory firm with 2383 clients and discretionary assets under management (AUM) of $1,575,058,662 (Form ADV from 2024-10-28). Their last reported 13F …

whalewisdom.com

$830
OFF

Cooper Financial Group - 13F

2 weeks from now

Cooper Financial Group reported 386 holdings with total value $830 M as of Q4 2024. Top holdings included AAPL, QQQ, SCHV, COWZ, and BIV. Cooper Financial Group 13F Portfolio …

13f.info

$770.33
OFF

Cooper Financial Group 13F Filings - Sensamarket.com

2 weeks from now

Cooper Financial Group reported 382 holdings with total value $770.33M as of Q3 2024. Top holdings included SCHV, NDQ, AAPL, COWZ ... Options Strategies; Chains; Option Flow; …

sensamarket.com

67%
OFF

Cooper Financial Group Current Portfolio, 13F Holdings

2 weeks from now

Past Performances and the history of Asset Under Management Cooper Financial Group. Current Holdings: 381Stocks(39 new) Top holdings: SCHV(4.67%) QQQ(4.56%) AAPL(4.50%) …

gurufocus.com

2%
OFF

Cooper Financial Group Grows Position In The Walt Disney

2 weeks from now

2 days ago · Cooper Financial Group raised its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 196.2% in the fourth quarter, according to its most recent Form …

marketbeat.com

6%
OFF

Cooper Financial Group Has $440,000 Stake In FS KKR

2 weeks from now

14 hours ago · Cooper Financial Group lessened its position in FS KKR Capital Corp. (NYSE:FSK - Free Report) by 67.6% in the fourth quarter, according to the company in its most recent 13F …

marketbeat.com

$121672187
OFF

FLOYD FINANCIAL GROUP LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024 · Floyd Financial Group is based out of Springfield. Their last reported 13F filing for Q4 2024 included $121,672,187 in managed 13F securities and a top 10 holdings …

whalewisdom.com

29%
OFF

AMERIPRISE FINANCIAL INC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Their last reported 13F filing for Q3 2024 included $389,936,848,713 in managed 13F securities and a top 10 holdings concentration of 19.29%. Ameriprise Financial's largest holding is …

whalewisdom.com

$542197536
OFF

FIDUCIARY FINANCIAL GROUP, LLC Top 13F Holdings

2 weeks from now

Fiduciary Financial Group is a large advisory firm with 322 clients and discretionary assets under management (AUM) of $542,197,536 (Form ADV from 2024-07-25). Their last reported 13F …

whalewisdom.com

$462816589215
OFF

LPL FINANCIAL LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Sep 30, 2024 · LPL Financial is based out of San Diego. LPL Financial is a large advisory firm with 1374922 clients and discretionary assets under management (AUM) of $462,816,589,215 …

whalewisdom.com