Consultiva Wealth Management, Corp.
Latest statistics and disclosures from Consultiva Wealth Management, Corp.'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VYM, VXUS, QAI, VB, and represent 85.71% of Consultiva Wealth Management, Corp.'s stock portfolio.
- Added to shares of these 6 stocks: DVYE, NANR, QAI, VEA, VOO, BEN.
- Started 3 new stock positions in BEN, NANR, VEA.
- Reduced shares in these 5 stocks: SPHD, VYMI, VXUS, VYM, VB.
- Consultiva Wealth Management, Corp. was a net buyer of stock by $157k.
- Consultiva Wealth Management, Corp. has $11M in assets under management (AUM), dropping by 1.67%.
- Central Index Key (CIK): 0001845849
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Consultiva Wealth Management, Corp. holds 24 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Past Filings by Consultiva Wealth Management, Corp.
SEC 13F filings are viewable for Consultiva Wealth Management, Corp. going back to 2020
- Consultiva Wealth Management, Corp. 2024 Q2 filed Aug. 14, 2024
- Consultiva Wealth Management, Corp. 2024 Q1 filed May 16, 2024
- Consultiva Wealth Management, Corp. 2023 Q3 filed Nov. 15, 2023
- Consultiva Wealth Management, Corp. 2023 Q2 filed Aug. 15, 2023
- Consultiva Wealth Management, Corp. 2023 Q1 filed May 16, 2023
- Consultiva Wealth Management, Corp. 2022 Q4 filed Feb. 13, 2023
- Consultiva Wealth Management, Corp. 2022 Q3 filed Nov. 15, 2022
- Consultiva Wealth Management, Corp. 2022 Q2 filed Aug. 15, 2022
- Consultiva Wealth Management, Corp. 2022 Q1 filed May 17, 2022
- Consultiva Wealth Management, Corp. 2021 Q4 filed Feb. 14, 2022
- Consultiva Wealth Management, Corp. 2021 Q3 filed Nov. 16, 2021
- Consultiva Wealth Management, Corp. 2019 Q2 filed Aug. 16, 2021
- Consultiva Wealth Management, Corp. 2021 Q1 filed May 17, 2021
- Consultiva Wealth Management, Corp. 2020 Q4 filed Feb. 16, 2021