In a recent SEC filing, McGlone Suttner Wealth Management, Inc. (0001964819) disclosed its holdings in a Form 13F-HR. This filing is significant as it provides transparency into the investment activities of the company, showcasing its current portfolio of securities. Investors and analysts often look to these filings to gain insights into the investment strategies of wealth management firms like McGlone Suttner.
McGlone Suttner Wealth Management, Inc. is a wealth management company that offers a range of financial services to its clients. With this recent filing, the company has revealed its latest investment positions, shedding light on its asset allocation and investment decisions. For more information about McGlone Suttner Wealth Management, Inc., you can visit their website here.
Form 13F-HR is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. The form discloses the manager’s holdings of publicly traded securities, providing details on the names and quantities of the securities owned. This information is valuable for investors looking to track the investment activities of large institutional investors like McGlone Suttner Wealth Management, Inc.
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McGlone Suttner Wealth Management, Inc. (0001964819) Submits 13F-HR Filing to SEC
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