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Anchor Pointe Wealth Management, LLC

SEC CIK
0002033218
Latest filing
Mar 11, 2025

USB holding history

US Bancorp DE in every 13F filed by Anchor Pointe Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q4 2024 holdings

Shares (Q4 2024)
6,309
Value
$304.4K
% of portfolio
0.4%
Quarters held
1
Since Q4 2024
Holdings of USB by Anchor Pointe Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20246,309$304.4K0.4%–No prior filingHolders