WL

WorthPointe, LLC

13F
WorthPointe, LLC
Last update 2024-05-14 60 Stocks (13 new)
Value $194.00 Mil Turnover 5 %
Countries:
Portfolio Report
WorthPointe, 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

WorthPointe, LLC Total Holding History ($B)

To

WorthPointe, LLC's Asset Allocation

To

WorthPointe, LLC Past Portfolios

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

Top Ranked Articles

  • 1

WorthPointe, LLC's Hypothetical Growth since 2024-03-31

WorthPointe, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WorthPointe, LLC's Holdings Heat Map

Size field:

WorthPointe, LLC's Holdings Bubble Chart

WorthPointe, LLC News

  • 1

Discussions on WorthPointe, LLC

No discussions yet.