Peter Platt
@Platt Investment Counsel, Llc
Latest period2024 - Q4ReportedManaged Assets$104.789MTotal holdings10
Assets growth rate-6.98%Assets growth rate (2-Q avg)0.68%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Platt Investment Counsel, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 10 positions.
Assets under management
The assets under management (AUM) of Platt Investment Counsel, 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 104.789M in assets, with a quarterly growth rate of -6.98% and a 2-quarter average growth rate of 0.68%. The portfolio is managed by Peter Platt, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
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