Deann Cross
@Integrity Financial Corp Wa
Latest period2024 - Q3ReportedManaged Assets$170.511MTotal holdings219
Assets growth rate6.67%Assets growth rate (2-Q avg)8.15%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Integrity Financial Corp Wa's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 219 positions.
Assets under management
The assets under management (AUM) of Integrity Financial Corp Wa over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 170.511M in assets, with a quarterly growth rate of 6.67% and a 2-quarter average growth rate of 8.15%. The portfolio is managed by Deann Cross, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
DEMWisdomtree Tr
| 0% | $2,382 55 shares@ $43.31 avg price | Exited |