Capital-Asset-Advisory-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-09
Total Holdings
282
Total Value
1962174185
Accession Number
0001941040-25-000196
Form Type
13F-HR
Manager Name
Capital-Asset-Advisory-Services
Data Enrichment
75% identified
212 identified70 unidentified

Holdings

282 positions • $2.0B total value
Manager:
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Page 15 of 15
AEGON LTD.
Shares:10.8K
Value:$72.2K
% of Portfolio:0.0% ($72.2K/$2.0B)
Lloyds Banking Group plc
Shares:16.6K
Value:$63.9K
% of Portfolio:0.0% ($63.9K/$2.0B)