In a recent 13F-HR filing, Allen Wealth Management, LLC disclosed its holdings as of the reporting period. The filing is significant as it provides insight into the investment strategies of the firm, including any changes made to its portfolio during the period covered. Investors and analysts often use 13F filings to track the investment decisions of institutional investors like Allen Wealth Management, LLC, which can offer valuable information for making their own investment decisions.
Allen Wealth Management, LLC is a financial management firm that offers investment advisory services to clients. The firm focuses on creating customized investment strategies tailored to meet the individual needs and goals of each client. With a team of experienced professionals, Allen Wealth Management, LLC aims to provide comprehensive financial planning and investment management services to help clients achieve their financial objectives. For more information about Allen Wealth Management, LLC, you can visit their website here.
The 13F-HR filing submitted by Allen Wealth Management, LLC is a quarterly report required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. The filing discloses the firm’s holdings of publicly traded securities, including stocks, options, and convertible bonds. By reviewing the 13F filing, investors can gain insights into the investment decisions made by Allen Wealth Management, LLC during the reporting period.
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Allen Wealth Management, LLC (0002012003) Files 13F-HR Form with SEC
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