MICHAEL DE LUZ
@Williams & Novak, Llc
Latest period2024 - Q3ReportedManaged Assets$107.153MTotal holdings129
Assets growth rate-0.24%Assets growth rate (2-Q avg)10.91%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Williams & Novak, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 129 positions.
Assets under management
The assets under management (AUM) of Williams & Novak, 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 - Q3, they manage 107.153M in assets, with a quarterly growth rate of -0.24% and a 2-quarter average growth rate of 10.91%. The portfolio is managed by MICHAEL DE LUZ, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
EGANEgain Corp
| 0.07% | $66,453 13,030 shares@ $5.1 avg price | New Position |