Monumental-Financial-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "A", null, "LOW", null, null, null, "HD", "INTU", "MA", "MSFT", null, "PAYX", "VGIT", "VGSH", "IVV", "AAPL", null, "SBUX", "TMO", "VCIT", "TSCO", "TSM", null, "WM", null, null, "VGT", "VUG", "BSV", "VOO", "V", "MSCI", null, "CSGP", "DE", "ADI", "GOOG", "LLY", "QUAL" ]
Filing Details
13F-HR • 2024-09-30
Filing Details
13F-HR • 2024-09-30- Report Date
- 2024-09-30
- Filing Date
- 2024-10-21
- Total Holdings
- 42
- Total Value
- 269518120
- Accession Number
- 0001861798-24-000008
- Form Type
- 13F-HR
- Manager Name
- Monumental-Financial-Group
Data Enrichment
69% identified29 identified13 unidentified
Holdings
42 positions • $269.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 547 | QoQ NEW(+547) YoY- | All Managers (Combined) | $288.6K | 0.1% ($288.6K/$269.5M) | QoQ NEW(+$288.6K) YoY- | |
| 3.7K | YoY- | All Managers (Combined) | $216.8K | 0.1% ($216.8K/$269.5M) | YoY- |