Advertisement
Screener

Allied Private Wealth LLC Current Holdings: USA Funds

Allied Private Wealth LLC current holdings: USA Funds

Allied Private Wealth LLC reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 1 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are WHEELER REAL ESTATE INVT TR IN COM.

  • WHEELER REAL ESTATE INVT TR IN COM: Country of operation —; Class REIT; Shares 640; Value $275.

Form 13F-HR as filed (SEC CIK 2132253): quarter ended 2026-06-30, filed 2026-07-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
WHEELER REAL ESTATE INVT TR IN COM
CUSIP 963025754
REIT640$2752026-06-302026-07-09

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet