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Brian Glenn

@Premier Path Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$656.174MTotal holdings369
Assets growth rate3.45%Assets growth rate (2-Q avg)5.78%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Premier Path Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 369 positions.

Assets under management

The assets under management (AUM) of Premier Path Wealth Partners, Llc 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 - Q4, they manage 656.174M in assets, with a quarterly growth rate of 3.45% and a 2-quarter average growth rate of 5.78%. The portfolio is managed by Brian Glenn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NETCloudflare Inc
Recent Activity
New Position
0.04%
$217,191
2,017 shares@ $107.69 avg price
DALDelta Air Lines Inc Del
Recent Activity
New Position
0.04%
$211,266
3,492 shares@ $60.5 avg price
FEFirstenergy Corp
Recent Activity
New Position
0.04%
$201,406
5,063 shares@ $39.78 avg price
MUFGMitsubishi Ufj Finl Group In
Recent Activity
New Position
0.03%
$136,831
11,675 shares@ $11.72 avg price