Fusion-Family-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-28
Total Holdings
44
Total Value
1087572448
Accession Number
0001951757-25-000468
Form Type
13F-HR
Manager Name
Fusion-Family-Wealth
Data Enrichment
75% identified
33 identified11 unidentified

Holdings

44 positions
Manager:
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Page 3 of 3
SPDR S&P MIDCAP 400 ETF TRUST
Shares:500
Value:$266.7K
78464A508
Shares:4.7K
Value:$240.3K
JPMORGAN CHASE & CO
Shares:972
Value:$238.4K
78464A409
Shares:2.6K
Value:$209.7K