Web8. apr 2024 · Peterson Wealth Services cut its stake in Microsoft Co. ( NASDAQ:MSFT – Get Rating) by 22.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... WebPeterson Wealth Services, Inc is a registered investment adviser located in South Ogden, UT. Peterson Wealth Services, Inc may only transact business in those states in which it is … Services - Peterson Wealth Services Blog - Peterson Wealth Services Peterson Wealth Services, Inc is a registered investment adviser located in … Contact - Peterson Wealth Services www.petersonws.com About Raymond James - Peterson Wealth Services Peterson Wealth Services, Inc is a registered investment adviser located in …
Peterson Wealth Services Review 2024 investor.com
WebFind company research, competitor information, contact details & financial data for Peterson Wealth Services, Inc. of Ogden, UT. Get the latest business insights from Dun & … WebFund Portfolio Manager Performance 22Q4 AUM # of Holdings Performance Rank Allocation ; Peterson Wealth Services: Peterson Wealth Services: 5.06%: $174590000 marwell wildlife park map
Meet Your Team Peterson Wealth Management
WebPeterson Wealth Services is a large advisory firm with 335 clients and discretionary assets under management (AUM) of $340,065,430 (Form ADV from 2024-06-22). Their last reported 13F filing for Q1 2024 included $194,318,675 in managed 13F securities and a top 10 holdings concentration of 37.5%. Web31. mar 2024 · Peterson Wealth Services’ holdings in Home Depot were worth $3,876,000 as of its most recent SEC filing. Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in shares of Home Depot by 1.1% in the third quarter. Web26. apr 2024 · The Peterson Wealth Services mobile app allows quick and easy around the clock access to your investment accounts Updated on Apr 26, 2024 Finance Data safety Developers can show information here... huntington banks charleston wv