test

Armand Doucette

@Surience Private Wealth Llc

Latest period2024 - Q4ReportedManaged Assets$77.452MTotal holdings23
Assets growth rate-20.82%Assets growth rate (2-Q avg)2.48%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Surience Private Wealth Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Surience Private Wealth 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 77.452M in assets, with a quarterly growth rate of -20.82% and a 2-quarter average growth rate of 2.48%. The portfolio is managed by Armand Doucette, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
COINCoinbase Global Inc
Recent Activity
New Position
1.1%
$846,703
3,410 shares@ $248.3 avg price