WELA Strategies Inc
正式名称: WELA STRATEGIES, INC.
フルコンタクト詳細
WELA Strategies Inc
10 GLENLAKE PARKWAY, NORTH TOWER, SUITE 1010, ATLANTA, GA
404-531-0018
404-531-0010
他の情報
デラウェア州法人であるWELA Strategies, Inc.は、13人のアドバイザーを含む16人のチームを雇用しています。同社がサービスを提供する顧客数はわかっていませんが、SECのステータスは承認され、登録日は2008年7月21日です。
Wela Strategies
Benjamin™ has a new look and new site, click here.If you would like to visit Wela Strategies, click here to see the team and login to your investment account.
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Wela Strategies
Benjamin™ has a new look and new site, click here.If you would like to visit Wela Strategies, click here to see the team and login to your investment account.
直接の所有者
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BRYAN JUSTIN REA
SHAREHOLDER 所有する 5％未満
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CURT EDWIN KLEIN
SHAREHOLDER 所有する 5％未満
-
EDWARD FRANCIS GOEPP
SHAREHOLDER, CHIEF OPERATING OFFICER 所有する 5％未満
-
MATTHEW ROSS REINER
PRESIDENT, CEO 所有する 5％以上10％未満
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MICHAEL J. REINER & ASSOCIATES, LP.
SHAREHOLDER 所有する 10％以上25％未満
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MICHAEL JULES REINER
CHIEF COMPLIANCE OFFICER 所有する 5％以上10％未満
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MITCHELL BUDDY REINER
SECRETARY & TREASURER 所有する 5％以上10％未満
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THOMAS OAKLEY MOORE
SHAREHOLDER 所有する 5％未満
-
WESLEY HANES MOSS
SHAREHOLDER 所有する 10％以上25％未満
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YOURWELA-CIA, LLC
SHAREHOLDER 所有する 5％以上10％未満
間接所有者
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DESERT COTTONTAIL TRUST
LIMITED PARTNER 所有する 25％以上50％未満
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MATTHEW ROSS REINER
MANAGER
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MATTHEW ROSS REINER
TRUSTEE
-
MICHAEL J. REINER REVOCABLE TRUST
GENERAL PARTNER
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MICHAEL JULES REINER
TRUSTEE
-
MICHAEL JULES REINER
MEMBER 所有する 25％以上50％未満
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MITCHELL BUDDY REINER
TRUSTEE
-
MITCHELL BUDDY REINER
MANAGER
-
SHELLY K REINER
TRUSTEE
-
SHELLY K. REINER REVOCABLE TRUST
GENERAL PARTNER
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SWAMP RABBIT TRUST
LIMITED PARTNER 所有する 25％以上50％未満
近くにある会社
ニュース
- Unraveling the Strategic Shifts: Wela Strategies, Inc.'s Investment Movements from Q4 2023 to Q1 2024
- Wela Strategies, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Wela Strategies, Inc. Q2 2023 vs. Q3 2023: A Comprehensive Analysis of 13F Holdings
- Wela Strategies, Inc. Q1 2023 vs. Q2 2023: Comparing 13F Holdings
- A Comprehensive Analysis of Wela Strategies, Inc.'s Q4 2022 Vs. Q1 2023 13F Holdings
トップホールディングス
- ISHARES TR CORE S&P500 ETF $38,711k
- ISHARES $16,970k
- ISHARES TR IBOXX HI YD ETF $14,840k
- ISHARES TR CORE MSCI EAFE $14,000k
- SPDR SERIES TRUST $9,886k
- VANGUARD INDEX FDS REAL ESTATE ETF $7,618k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $7,293k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $5,965k
- ISHARES TR CORE S&P MCP ETF $5,664k
- SELECT SECTOR SPDR $3,702k