GLOBAL FINANCIAL PRIVATE CLIENT, LLC Top 13F Holdings

Global Financial Private Client is based out of Sarasota. Global Financial Private Client is a large advisory firm with 140 clients and discretionary assets under management (AUM) of …

$419
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Global Financial Private Client LLC - AUM 13F

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Global Financial Private Client LLC CRD # 290006: SEC # 801-112204: CIK # AUM: $419.2 MM (2023-03-27) Employees

aum13f.com

$119665000
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Global Financial Private Client LLC AUM - Holdingschannel.com

2 weeks from now

This represents an AUM growth over that time frame, of $119,665,000, for Global Financial Private Client LLC AUM. Global Financial Private Client LLC AUM History. Below is our …

holdingschannel.com

27%
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Global Financial Private Client 13F Filings And Top Holdings

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May 16, 2024 · Global Financial Private Client has $257M in assets under management (AUM), dropping by 7.27%. Central Index Key (CIK): 0002023568; ... Past Filings by Global Financial …

stockzoa.com

$256.51
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Global Financial Private Client, Llc 13F Filings

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Global Financial Private Client, Llc reported 807 holdings with total value $256.51M as of Q3 2024. Top holdings included AAPL, SPY, BRK/A, SCHD. ... Global Financial Private Client, …

sensamarket.com

95%
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Global Financial Private Client, LLC - Smartmoniez.com

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Global Financial Private Client, LLC 13F Filings; Global Financial Private Client, LLC. Fund Profile & Top 10 Positions; All 13Fs; AUM 239M ; CAGR in AUM (since 2019) 18.95% ; Top 10 …

smartmoniez.com

$239109
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Global Financial Private Client LLC Top Holdings 13F Filings

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Global Financial Private Client LLC Info: Size ($ in 1000's) At 06/30/2024: $239,109 At 03/31/2024: $232,589. Global Financial Private Client LLC AUM history. Global Financial …

holdingschannel.com

$214
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Global Financial Private Client, LLC - 13f.info

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Dec 31, 2023 · Global Financial Private Client, LLC reported 687 holdings with total value $214 M as of Q4 2023. Top holdings included AAPL, SPY, BRK-A, SCHD, and VOO. Global Financial …

13f.info

$239
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Global Private Client 13F Annual Report (2024) – Wallmine.com

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$239 billion Assets Under Management (AUM) As of 22nd July 2024, Global Private Client’s top holding is 70,609 shares of Apple Inc currently worth over $14.9 billion and making

wallmine.com

$194
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Global Financial Private Client, LLC Q3 2021 13F Top Portfolio …

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Global Financial Private Client, LLC reported 600 holdings with total value $194 M as of Q3 2021. Top holdings included VUG, SCHF, SCHD, BRK-A, and BNDX. Global Financial Private …

13f.info

0%
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Global Financial Private Client LLC Raises Holdings In ... - MarketBeat

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2 days ago · Global Financial Private Client LLC increased its position in Delta Air Lines, Inc. (NYSE:DAL - Free Report) by 562.0% during the fourth quarter, according to its most recent …

marketbeat.com

0%
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Nucor Co. (NYSE:NUE) Holdings Decreased By Global Financial …

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1 day ago · Global Financial Private Client LLC reduced its holdings in Nucor Co. (NYSE:NUE - Free Report) by 90.0% in the 4th quarter, according to the company in its most recent 13F …

marketbeat.com

$227610429
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ENVISION FINANCIAL LLC Top 13F Holdings - WhaleWisdom.com

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Dec 31, 2024 · Envision Financial is based out of Brookfield. Envision Financial is a large advisory firm with 96 clients and discretionary assets under management (AUM) of $227,610,429 (Form …

whalewisdom.com

$207
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Global Financial Private Client, LLC Q4 2021 13F Top Portfolio …

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Global Financial Private Client, LLC reported 647 holdings with total value $207 M as of Q4 2021. Top holdings included VUG, SCHF, AAPL, SCHD, and SPY. Global Financial Private Client, …

13f.info