LPWM LLC | AUM 13F

Track the AUM, funds, and holdings for LPWM LLC over time. View the latest funds and 13F holdings. Compare against similar firms.

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$315057547
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LPWM LLC Top 13F Holdings - WhaleWisdom.com

6 days from now

Lpwm is a large advisory firm with 362 clients and discretionary assets under management (AUM) of $315,057,547 (Form ADV from 2024-03-19). Their last reported 13F filing for Q3 2024 …

whalewisdom.com

9%
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Lpwm 13F Annual Report (2024) - Wallmine

6 days from now

Lpwm 13F annual report ... (AUM) As of 8th July 2024, Lpwm’s top holding is 711,900 shares of Vanguard Scottsdale Fds currently worth over $72 billion and making up 24.9% of the portfolio …

wallmine.com

$272339666.98
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LPWM LLC | Form 13F - Radient

6 days from now

SEC Form 13F for LPWM LLC, CIK: 1801101 as on 31 Mar 2024. ... AUM: $272,339,666.98. Radient dramatically simplifies identifying and analyzing funds, researching investment …

radientanalytics.com

66%
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LPWM 13F Filings And Top Holdings And Stakes - Stockzoa

6 days from now

Latest statistics and disclosures from LPWM's latest quarterly 13F-HR filing: Top 5 stock holdings are ... LPWM has $272M in assets under management (AUM), dropping by 7.66%. ... (CIK): …

stockzoa.com

$305438
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Lpwm LLC Top Holdings 13F Filings - Holdings Channel

6 days from now

Lpwm LLC Info: Size ($ in 1000's) At 09/30/2024: $305,438 At 06/30/2024: $289,464. Lpwm LLC AUM history. Lpwm LLC holdings changes, total fund size, and other information presented on …

holdingschannel.com

$272
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Lpwm 13F Annual Report (2024) | Wallmine

6 days from now

Lpwm 13F annual report Lpwm is an investment fund managing more than $272 billion ran by David Benning. There are currently 34 companies in Mr. Benning’s portfolio. ... $272 billion …

wallmine.com

$305
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Lpwm LLC Q3 2024 13F Top Portfolio Holdings - 13f.info

6 days from now

Lpwm LLC reported 77 holdings with total value $305 M as of Q3 2024. Top holdings included VONG, IVE, IWS, AGG, and IEFA. LPWM LLC Q3 2024 13F Holdings Location Minneapolis, …

13f.info

$251
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