DW

DEFINED WEALTH MANAGEMENT, LLC

13F
DEFINED WEALTH MANAGEMENT, LLC
Last update 2024-04-16 103 Stocks (8 new)
Value $139.00 Mil Turnover 2 %
Countries:
Portfolio Report
DEFINED WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change

DEFINED WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

DEFINED WEALTH MANAGEMENT, LLC's Asset Allocation

To

DEFINED WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DEFINED WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2024-03-31

DEFINED WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DEFINED WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

DEFINED WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

DEFINED WEALTH MANAGEMENT, LLC News

  • 1

Discussions on DEFINED WEALTH MANAGEMENT, LLC

No discussions yet.