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Arthur Cooper

@Cooper Financial Group

Latest period2024 - Q4ReportedManaged Assets$830.415MTotal holdings386
Assets growth rate7.81%Assets growth rate (2-Q avg)10.53%Continuous growth in asset value11 quarters

Portfolio positions

This chart displays the top 10 holdings in Cooper Financial Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 386 positions.

Assets under management

The assets under management (AUM) of Cooper Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 830.415M in assets, with a quarterly growth rate of 7.81% and a 2-quarter average growth rate of 10.53%. The portfolio is managed by Arthur Cooper, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ZTSZoetis Inc
Recent Activity
Exited
0%
$212,033
1,085 shares@ $195.43 avg price
IYHIshares Tr
Recent Activity
Exited
0%
$211,575
3,255 shares@ $65.0 avg price
SILASila Realty Trust Inc
Recent Activity
Exited
0%
$209,094
8,268 shares@ $25.29 avg price
FLQMFranklin Templeton Etf Tr
Recent Activity
Exited
0%
$205,756
3,694 shares@ $55.71 avg price
PFDFlaherty & Crumrine Pfd Inco
Recent Activity
Exited
0%
$187,489
15,689 shares@ $11.96 avg price
PKPark Hotels & Resorts Inc
Recent Activity
Exited
0%
$145,891
10,347 shares@ $14.1 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
Exited
0%
$27,406
11,232 shares@ $2.44 avg price