SYM FINANCIAL CORP Top 13F Holdings - WhaleWisdom.com

SYM Financial Corp is based out of Winona Lake. SYM Financial Corp is a large advisory firm with 1660 clients and discretionary assets under management (AUM) of $3,443,160,320 (Form …

CouponFollow Extension

$3443160320
OFF

SYM FINANCIAL CORP Top 13F Holdings - WhaleWisdom.com

3 weeks from now

SYM Financial Corp is based out of Winona Lake. SYM Financial Corp is a large advisory firm with 1660 clients and discretionary assets under management (AUM) of $3,443,160,320 (Form …

whalewisdom.com

98%
OFF

SYM FINANCIAL Corp 13F Portfolio - HedgeFollow

3 weeks from now

Fund Portfolio Manager Performance 24Q4 AUM # of Holdings Performance Rank Allocation ; SYM FINANCIAL Corp: SYM FINANCIAL Corp-5.98%: $773554000: 333

hedgefollow.com

$330172083
OFF

COMPREHENSIVE FINANCIAL PLANNING, INC. Top 13F Holdings

3 weeks from now

Dec 31, 2024 · Comprehensive Financial Planning is a large advisory firm with 556 clients and discretionary assets under management (AUM) of $330,172,083 (Form ADV from 2024-11 …

whalewisdom.com

29%
OFF

AMERIPRISE FINANCIAL INC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Sep 30, 2024 · Their last reported 13F filing for Q3 2024 included $389,936,848,713 in managed 13F securities and a top 10 holdings concentration of 19.29%. Ameriprise Financial's largest …

whalewisdom.com

$166150220
OFF

BLONG FINANCIAL, LLC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Dec 31, 2024 · Blong Financial is based out of Memphis. Blong Financial is a large advisory firm with 319 clients and discretionary assets under management (AUM) of $166,150,220 (Form …

whalewisdom.com

1%
OFF

FOUR TREE ISLAND ADVISORY LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024 · Their last reported 13F filing for Q4 2024 included $144,772,613 in managed 13F securities and a top 10 holdings concentration of 88.1%. Four Tree Island Advisory's largest …

whalewisdom.com