WebAs of 12/31/2024, below is a summary of the Fingerlakes Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Fingerlakes Wealth Management Inc.. In the Fingerlakes Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount … WebApr 12, 2024 · Fingerlakes Wealth Management Inc. raised its position in shares of iShares TIPS Bond ETF by 2.6% in the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 3,924 shares of the exchange traded fund’s stock valued at $412,000 after acquiring an additional 101 shares during the period.
Fingerlakes Wealth Management, Inc. (Ithaca) Adviser Rankings
WebDec 31, 2024 · Fingerlakes Wealth Management is a large advisory firm with 413 clients and discretionary assets under management (AUM) of $172,469,653 (Form ADV from … bca xpresi sudah lama tidak digunakan
Meet Our Talented Team of Experts Pathstone
Web$68.2 billion Assets Under Management (AUM) As of 3rd February 2024, Fingerlakes Wealth Management’s top holding is 35,900 shares of Apple Inc currently worth over $4.66 billion and making up 6.8% of the portfolio value. Relative to the number of outstanding shares of Apple Inc, Fingerlakes Wealth Management owns more than approximately … Web1 day ago · Save Address 184 Scenic View Ln Falls, PA18615 +1(570)378-2825 Last Updated: April 12, 2024 Hours Map Is this your business? Promote your business through our innovative Marketplace system! It's... Web2 days ago · Joshua Denning, CRPC, CLTC, a private wealth advisor with Ameriprise Financial Services, LLC in Fort Madison, has qualified for the company’s Circle of Success annual recognition program and will be honored for this achievement in 2024. To earn this achievement, Denning established himself as one of the company’s top advisors. dead to me jen\u0027s husband