WESPAC Advisors SoCal, LLC Files 13F-HR Form with SEC (Filer 0001668188)
In a recent 13F-HR filing with the Securities and Exchange Commission, WESPAC Advisors SoCal, LLC (0001668188) disclosed its current holdings. This filing is significant as it provides valuable insights into the investment strategies of the company, including any changes in its portfolio composition. Investors and analysts often closely monitor such filings to gauge the sentiment of institutional investors like WESPAC Advisors SoCal, LLC.
WESPAC Advisors SoCal, LLC is an investment management firm based in Southern California. The company offers a range of investment services to its clients, including portfolio management and financial planning. With this recent 13F-HR filing, interested parties can now review the firm’s latest holdings and potentially gain a better understanding of its investment approach. For more information about WESPAC Advisors SoCal, LLC, you can visit their website here.
The 13F-HR form is a quarterly filing required by the SEC of institutional investment managers with over $100 million in qualifying assets under management. It discloses the manager’s equity holdings, providing details on the various stocks, options, and securities held in their portfolio. This information can be useful for investors looking to track the investment decisions of institutional investors like WESPAC Advisors SoCal, LLC and potentially identify trends or opportunities in the market.
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WESPAC Advisors SoCal, LLC (Filer) Submits 13F-HR Form to SEC
