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Ruth Thortvedt

@Financial Network Wealth Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$121.118MTotal holdings813
Assets growth rate-9.44%Assets growth rate (2-Q avg)11.86%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Network Wealth Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 813 positions.

Assets under management

The assets under management (AUM) of Financial Network Wealth Advisors 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 121.118M in assets, with a quarterly growth rate of -9.44% and a 2-quarter average growth rate of 11.86%. The portfolio is managed by Ruth Thortvedt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XHLFBndblxx Blmbrg 6 Mnth Trg Us Tr Etf
Recent Activity
Exited
0%
$1.854M
36,870 shares@ $50.28 avg price
SIXPAim Etf Products Trust
Recent Activity
Exited
0%
$1.195M
45,455 shares@ $26.29 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$1.056M
18,715 shares@ $56.42 avg price
CSMDCongress Smid Growth Etf
Recent Activity
Exited
0%
$660,200
23,047 shares@ $28.65 avg price
GMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$658,315
18,580 shares@ $35.44 avg price
FSCOFs Credit Opportunities Corp
Recent Activity
Exited
0%
$646,275
101,456 shares@ $6.38 avg price
SIXDAim Etf Products Trust
Recent Activity
Exited
0%
$501,612
19,691 shares@ $25.48 avg price
GMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$472,588
13,512 shares@ $34.98 avg price
GFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$362,689
10,246 shares@ $35.4 avg price
SHYIshares Tr
Recent Activity
Exited
0%
$315,660
3,866 shares@ $81.66 avg price