$192 Million is the total value of Austin Private Wealth, LLC's 85 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 19 | Q2 2024 | 23.9% |
| VANGUARD SCOTTSDALE FDS | 19 | Q2 2024 | 14.7% |
| SPDR SER TR | 19 | Q2 2024 | 16.7% |
| ISHARES TR | 19 | Q2 2024 | 29.5% |
| ISHARES TR | 19 | Q2 2024 | 6.3% |
| ISHARES TR | 19 | Q2 2024 | 5.4% |
| ISHARES TR | 19 | Q2 2024 | 5.0% |
| APPLE INC | 19 | Q2 2024 | 2.1% |
| ISHARES TR | 19 | Q2 2024 | 3.9% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 2.4% |
View Austin Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-17 |
| 13F-HR/A | 2024-07-16 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-28 |
View Austin Private Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.