CW
| |
Connecticut Wealth Management, LLC13F | |
Connecticut Wealth Management, LLC | |
Last update 2024-11-13 | 326 Stocks (18 new) |
Value $2.07 Bil | Turnover 2 % |
Portfolio Report |
Connecticut Wealth Management, LLC's Top Stock Picks
View Full List
Ticker |
---|
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
Connecticut Wealth Management, LLC Total Holding History ($B)
Connecticut Wealth Management, LLC's Asset Allocation
Connecticut Wealth Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Connecticut Wealth Management, LLC's Hypothetical Growth since 2024-09-30
Connecticut Wealth Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Connecticut Wealth Management, LLC's Holdings Heat Map
Size field:
Connecticut Wealth Management, LLC's Holdings Bubble Chart
Connecticut Wealth Management, LLC News
- 1