Global Financial Private Client LLC Invests $614,000 in Generac ...

Global Financial Private Client LLC Invests $614,000 In Generac ...

2 weeks from now

1 day ago  · Global Financial Private Client LLC acquired a new position in shares of Generac Holdings Inc. (NYSE:GNRC - Free Report) during the fourth quarter, according to the …

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Global Financial Private Client Review 2025 - Investor.com

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Oct 16, 2024  · Global Financial Private Client, registered in 2018, serves 4 state(s) with a licensed staff of 5 advisors. Global Financial Private Client manages $515.7 million and provides …

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GLOBAL FINANCIAL PRIVATE CLIENT, LLC - WhaleWisdom.com

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Global Financial Private Client is a large advisory firm with 140 clients and discretionary assets under management (AUM) of $419,575,089 (Form ADV from 2024-10-24). Their last reported …

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

2 weeks from now

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, …

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Global Financial Private Client, LLC Q1 2024 13F Top Portfolio …

2 weeks from now

Mar 31, 2024  · Global Financial Private Client, LLC reported 714 holdings with total value $233 M as of Q1 2024. Top holdings included AAPL, SPY, BRK-A, SCHD, and VOO. Global Financial …

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Global Financial Private Client LLC - AUM 13F

2 weeks from now

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

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GE Shares Owned By Global Financial Private Client - Historical ...

2 weeks from now

Quarter filed Position value Share count Share price at filing; 2024-03-31 $343k : 2.0k : 175.36 : 2023-12-31 $241k : 1.9k

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