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Walter Karle

@Cantor Fitzgerald Investment Advisors L.p.

Latest period2024 - Q3ReportedManaged Assets$1.471BTotal holdings186
Assets growth rate13.32%Assets growth rate (2-Q avg)4.87%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cantor Fitzgerald Investment Advisors L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 186 positions.

Assets under management

The assets under management (AUM) of Cantor Fitzgerald Investment Advisors L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.471B in assets, with a quarterly growth rate of 13.32% and a 2-quarter average growth rate of 4.87%. The portfolio is managed by Walter Karle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CNYAIshares Tr
Recent Activity
Exited
0%
$1.386M
54,708 shares@ $25.33 avg price