Spartan Planning & Wealth Management Invests $645,000 in

Jan 7, 2025  · Spartan Planning & Wealth Management acquired a new stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) during the 4th quarter, according to its most recent disclosure …


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Spartan Planning & Wealth Management Invests $645,000 In

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Jan 7, 2025  · Spartan Planning & Wealth Management acquired a new stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) during the 4th quarter, according to its most recent disclosure …

marketbeat.com

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Spartan Planning & Wealth Management Invests $2.14 Million

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Jan 7, 2025  · Spartan Planning & Wealth Management bought a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) in the fourth quarter, according to the company in its …

marketbeat.com

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Spartan Planning & Wealth Management Q4 2024 13F Top …

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Spartan Planning & Wealth Management Q4 2024 13F Holdings Location Greensboro, NC Holdings as of 12/31/2024 Value ($000) $109,475 Num holdings 71 Date filed 1/7/2025 Form …

13f.info

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Spartan Planning & Wealth Management - Portfolio Details

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Spartan Planning & Wealth Management; Spartan Planning & Wealth Management. 13F Holdings. Filed: 2024-03-12. Portfolio Value. 93.83M arrow_upward 9.95%. Number of …

bdpo.io

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SPARTAN PLANNING & WEALTH MANAGEMENT

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Spartan Planning & Wealth Management is a large advisory firm with 228 clients and discretionary assets under management (AUM) of $132,486,729 (Form ADV from 2024-10-18). …

whalewisdom.com

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Spartan Planning & Wealth Management - 13F

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Spartan Planning & Wealth Management reported 71 holdings with total value $109 M as of Q4 2024. Top holdings included SPTM, AAPL, NVDA, BIL, and MSFT. Spartan Planning & Wealth …

13f.info

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Spartan Planning & Wealth Management Makes New $804,000

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Jan 7, 2025  · Spartan Planning & Wealth Management purchased a new stake in shares of Mastercard Incorporated (NYSE:MA - Free Report) in the fourth quarter, according to its most …

marketbeat.com

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Developers Land $52.5M Construction Loan For The Braddock At …

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Mar 7, 2023  · Sanz Management has closed on $52.5 million to complete The Braddock, a 135-unit rental property in North Bergen, New Jersey. The development site is located at 8619 …

newyorkyimby.com

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Spartan Planning & Wealth Management Invests $1.72 Million

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Jan 7, 2025  · Spartan Planning & Wealth Management purchased a new position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) during the fourth quarter, according to its most …

marketbeat.com


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