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Michael J. Freeburg

@Greenwich Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$1.47BTotal holdings247
Assets growth rate7.37%Assets growth rate (2-Q avg)8.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenwich Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 247 positions.

Assets under management

The assets under management (AUM) of Greenwich Wealth Management 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 1.47B in assets, with a quarterly growth rate of 7.37% and a 2-quarter average growth rate of 8.21%. The portfolio is managed by Michael J. Freeburg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MCHMatthews Asia Fds
Recent Activity
Exited
0%
$564,000
29,367 shares@ $19.21 avg price
FANGDiamondback Energy Inc
Recent Activity
Exited
0%
$231,000
1,156 shares@ $199.83 avg price
USLUnited Sts 12 Month Oil Fd L
Recent Activity
Exited
0%
$213,000
5,264 shares@ $40.47 avg price
APCXApptech Pmts Corp
Recent Activity
Exited
0%
$203,000
216,030 shares@ $0.94 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$68,000
21,130 shares@ $3.22 avg price
HTZHertz Global Hldgs Inc
Recent Activity
Exited
0%
$37,000
10,491 shares@ $3.53 avg price
ME23andme Holding Co Class A
Recent Activity
Exited
0%
$4,000
10,500 shares@ $0.39 avg price
ACAArcimoto Inc
Recent Activity
Exited
0%
$2,000
11,591 shares@ $0.18 avg price