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Frank Rispoli

@Mml Investors Services, Llc

Latest period2024 - Q3ReportedManaged Assets$27.434BTotal holdings2567
Assets growth rate10.84%Assets growth rate (2-Q avg)6.46%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mml Investors Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2567 positions.

Assets under management

The assets under management (AUM) of Mml Investors Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 27.434B in assets, with a quarterly growth rate of 10.84% and a 2-quarter average growth rate of 6.46%. The portfolio is managed by Frank Rispoli, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TRUTransunion
Recent Activity
New Position
0.01%
$623,000
5,946 shares@ $104.78 avg price
GMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$610,000
16,834 shares@ $36.24 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.01%
$599,000
22,937 shares@ $26.12 avg price
BUFGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$597,000
24,780 shares@ $24.1 avg price
BSJSInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$588,000
26,523 shares@ $22.17 avg price
PRPermian Resources Corp
Recent Activity
New Position
0.01%
$586,000
43,072 shares@ $13.61 avg price
EMOClearbridge Energy Midstrm O
Recent Activity
New Position
0.01%
$579,000
13,722 shares@ $42.2 avg price
DTMDt Midstream Inc
Recent Activity
New Position
0.01%
$558,000
7,090 shares@ $78.71 avg price
PBDCPutnam Etf Trust
Recent Activity
New Position
0.01%
$554,000
16,393 shares@ $33.8 avg price
FLLAFranklin Templeton Etf Tr
Recent Activity
New Position
0.01%
$529,000
25,283 shares@ $20.93 avg price