Rhonda Carter
@Well Done, Llc
Latest period2024 - Q4ReportedManaged Assets$546.401MTotal holdings178
Assets growth rate-0.15%Assets growth rate (2-Q avg)6.78%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Well Done, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 178 positions.
Assets under management
The assets under management (AUM) of Well Done, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 546.401M in assets, with a quarterly growth rate of -0.15% and a 2-quarter average growth rate of 6.78%. The portfolio is managed by Rhonda Carter, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BSCOInvesco Exch Trd Slf Idx Fd
| 0% | $829,910 39,295 shares@ $21.12 avg price | Exited |