World Equity Group Inc. Sells 7,835 Shares of Microsoft Co

Jan 6, 2025 · World Equity Group Inc. reduced its stake in shares of Microsoft Co. (NASDAQ:MSFT - Free Report) by 20.0% in the 3rd quarter, according to its most recent 13F …

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World Equity Group Inc. Sells 7,835 Shares Of Microsoft Co

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Jan 6, 2025 · World Equity Group Inc. reduced its stake in shares of Microsoft Co. (NASDAQ:MSFT - Free Report) by 20.0% in the 3rd quarter, according to its most recent 13F …

marketbeat.com

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World Equity Group Inc. Sells 7,835 Shares Of Microsoft Co.

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Jan 6, 2025 · World Equity Group Inc. reduced its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 20.0% in the 3rd quarter, according to its most recent 13F …

defenseworld.net

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World Equity Group Inc. Has $13.49 Million Position In Microsoft …

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Jan 6, 2025 · World Equity Group Inc. reduced its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 20.0% during the third quarter, HoldingsChannel reports. The institutional …

americanbankingnews.com

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Microsoft Corporation Shares Owned By World Equity Group

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Quarter filed Position value Share count Share price at filing; 2024-06-30 $18M : 39k : 446.95 : 2024-03-31 $33M : 78k : 420.78

stockzoa.com

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World Equity Group, Inc. Portfolio Holdings - TickerTracker.io

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Oct 29, 2024 · World Equity Group, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $277 Billion distributed in 256 stocks. Among …

tickertracker.io

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World Equity Group Inc. Sells 38,938 Shares Of Microsoft Co.

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Sep 17, 2024 · World Equity Group Inc. decreased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 49.8% during the second quarter, according to the …

americanbankingnews.com

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WORLD EQUITY GROUP, INC. Top 13F Holdings

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World Equity Group is a large advisory firm with 3109 clients and discretionary assets under management (AUM) of $775,775,868 (Form ADV from 2024-08-01). Their last reported 13F …

whalewisdom.com

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World Equity Group Review 2025 - Investor.com

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Oct 16, 2024 · World Equity Group, registered in 1999, serves 51 state(s) with a licensed staff of 49 advisors. World Equity Group manages $858.5 million and provides investment advisory …

investor.com

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World Equity Group, Inc. - SEC.gov

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During April 2020 the stockholders of the company entered into an agreement to sell 100% of the outstanding shares of World Equity Group, Inc. The transaction received FINRA approval and …

sec.gov

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Crestwood Advisors Group LLC Has $236.07 Million Stake In …

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Jan 7, 2025 · Crestwood Advisors Group LLC lessened its stake in Microsoft Co. (NASDAQ:MSFT - Free Report) by 13.0% in the third quarter, according to the company in its …

marketbeat.com

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Westchester Capital Management Inc. Sells 5,458 Shares Of …

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3 days ago · Westchester Capital Management Inc. lowered its position in shares of Microsoft Co. (NASDAQ:MSFT - Free Report) by 6.9% in the third quarter, according to the company in its …

marketbeat.com

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Capitol Family Office Inc. Sells 63 Shares Of Microsoft Co.

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Jan 5, 2025 · Capitol Family Office Inc. lessened its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.7% in the third quarter, according to its most recent filing …

defenseworld.net

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Portside Wealth Group LLC Has $18.23 Million Holdings In …

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6 days ago · Jacobs & Co. CA lifted its position in Microsoft by 0.9% in the third quarter. Jacobs & Co. CA now owns 96,021 shares of the software giant's stock valued at $41,318,000 after …

marketbeat.com

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How To Find The Value Of Your Old Stock Certificates

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0.5 share Common $1 par. Bowser Inc. (IN) reincorporated in Delaware as Bowser Delaware 11/17/69" Any reference to "Capital Stock" essentially means shares held in the company. So …

instructables.com

FAQs about World Equity Group Inc. Sells 7,835 Shares of Microsoft Co Coupon?

What is World Equity Group?

World Equity Group is a financial advisory firm that manages $1.0 billion and provides investment advisory services for 4,884 clients (1:46 advisor/client ratio). Their address is 425 N Martingale RD, Suite 1220, Schaumburg, IL 60173. World Equity Group is one of the more than 17,000 firms in our searchable database of U.S.-based financial advisors. ...

How much assets does World Equity Group manage?

World Equity Group manages $1.0 billion in assets. While they advise clients across a variety of portfolio sizes, the average client balance is currently $206,299. ...

How many advisors does World Equity Group have?

World Equity Group, registered in 1999, serves 51 states with a licensed staff of 107 advisors. They manage $1.0 billion and provide investment advisory services for 4,884 clients (1:46 advisor/client ratio). Their location is at 425 N Martingale RD, Suite 1220, Schaumburg, IL 60173. ...

What services does world equity group offer?

World Equity Group, as a financial advisory firm, offers a range of financial planning services for Americans. Their financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio, including stocks, ETFs, mutual funds, and bonds. ...