The Analysis of Destination Wealth Management's Holdings
Currently, Destination Wealth Management holds 264 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in BRK.B (+29.1K shares, valued at $14.6M), SNPS (+26.6K shares, valued at $13.1M), AGG (+79.1K shares, valued at $7.9M); decreased their positions in FTV (-302.3K shares, valued at $14.8M), MRK (-43.9K shares, valued at $3.7M), PLTR (-11.7K shares, valued at $2.1M); initiated new positions in SNPS (+26.6K shares, valued at $13.1M), RBLX (+6.5K shares, valued at $893.6K), AXTI (+101.9K shares, valued at $457.5K).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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Call Option Holdings
Put Option Holdings