In a recent SEC filing, Brady Family Wealth, LLC disclosed its holdings in a Form 13F-HR. This filing is significant as it provides transparency into the investment decisions made by the company. Form 13F-HR requires institutional investment managers with assets under management of $100 million or more to disclose their holdings on a quarterly basis. By analyzing this filing, investors and market participants can gain insights into Brady Family Wealth, LLC’s investment strategy and portfolio composition.
Brady Family Wealth, LLC is an investment management firm that manages assets on behalf of its clients. The firm’s investment decisions, as disclosed in the Form 13F-HR filing, offer valuable information to investors looking to understand the firm’s investment approach and identify potential investment opportunities. For more information about Brady Family Wealth, LLC and its services, you can visit their website here.
Form 13F-HR is a quarterly filing required by the Securities and Exchange Commission (SEC) for institutional investment managers with discretion over $100 million or more in qualifying assets. The form requires disclosure of the manager’s equity holdings, including stocks, options, and convertible securities. This information is used by investors, regulators, and the public to track institutional investment activity and holdings.
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Brady Family Wealth, LLC Discloses Holdings in Latest 13F-HR Filing
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