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Wren Green

@Floyd Financial Group Llc

Latest period2024 - Q4ReportedManaged Assets$121.672MTotal holdings60
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Floyd Financial Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Floyd Financial Group 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 121.672M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Wren Green, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value