PW
| |
Peninsula Wealth, LLC13F | |
Peninsula Wealth, LLC | |
Last update 2024-08-13 | 95 Stocks (9 new) |
Value $535.00 Mil | Turnover 15 % |
Portfolio Report |
Peninsula Wealth, LLC's Top Stock Picks
View Full List
Ticker |
---|
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
Peninsula Wealth, LLC Total Holding History ($B)
Peninsula Wealth, LLC's Asset Allocation
Peninsula Wealth, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Peninsula Wealth, LLC's Hypothetical Growth since 2024-06-30
Peninsula Wealth, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Peninsula Wealth, LLC's Holdings Heat Map
Size field:
Peninsula Wealth, LLC's Holdings Bubble Chart
Peninsula Wealth, LLC News
- 1