In a recent 13F-HR filing, Abacus Wealth Partners, LLC (0001978011) disclosed its latest holdings. The filing is significant as it provides investors and the public with insight into the investment decisions made by the firm. The 13F-HR filing reveals the company’s positions in various securities, offering transparency and potentially indicating its confidence in specific stocks or sectors.
Abacus Wealth Partners, LLC is a registered investment advisor that focuses on sustainable and impact investing. The firm is known for its commitment to aligning clients’ investments with their values and goals. With a team of experienced financial advisors, Abacus Wealth Partners aims to provide personalized financial planning and investment management services to help clients achieve their financial objectives. For more information about Abacus Wealth Partners, LLC, visit their website here.
The 13F-HR form is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. The form discloses the manager’s equity holdings, including information on the stocks, options, and other securities held in their portfolio. By reviewing 13F-HR filings, investors can gain valuable insights into the investment strategies of institutional investors like Abacus Wealth Partners, LLC.
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Abacus Wealth Partners, LLC (0001978011) Submits 13F-HR Filing: Dive into the Latest SEC Disclosure
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