Platte River Wealth Advisors, LLC recently submitted a 13F-HR filing with the Securities and Exchange Commission, indicating significant changes in its investment portfolio. The filing provides insight into the firm’s holdings, including new investments, sold-out positions, and adjustments to existing stakes. Investors and analysts often scrutinize 13F-HR filings to gauge a company’s investment strategy and sentiment towards specific securities.
Platte River Wealth Advisors, LLC is a wealth management firm based in Colorado that offers personalized financial planning and investment management services to high-net-worth individuals and families. With a focus on long-term wealth preservation and growth, the firm leverages its expertise to help clients achieve their financial goals. For more information about Platte River Wealth Advisors, LLC, visit their website here.
The 13F-HR filing submitted by Platte River Wealth Advisors, LLC falls under the category of a quarterly report required by institutional investment managers with assets under management exceeding $100 million. This filing provides transparency into the firm’s investment decisions, offering valuable information to investors, regulators, and the general public. By analyzing the details disclosed in the 13F-HR filing, stakeholders can gain insights into the firm’s investment strategy and potential market trends.
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Platte River Wealth Advisors, LLC (0001802013) Files 13F-HR Form with SEC
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