Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/05/2024 |
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 11 -8.33% |
of those in investment advisory functions | 5 |
Registration | SEC, Approved, 4/2/1990 |
AUM* | 2,454,782,653 22.36% |
of that, discretionary | 2,454,782,653 22.36% |
Private Fund GAV* | 0 |
Avg Account Size | 306,847,832 22.36% |
SMA’s | No |
Private Funds | 0 |
Contact Info | 574 xxxxxxx |
Websites |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$93,013 | % Position6.00% | $ Change37.00% | # Change0.00% |
Stck Ticker67066G104 | Stock NameNVIDIA CORP | $ Position$76,002 | % Position5.00% | $ Change41.00% | # Change905.00% |
Stck Ticker74006E769 | Stock NamePRAXIS IMPACT BOND I | $ Position$78,680 | % Position5.00% | $ Change7.00% | # Change0.00% |
Stck Ticker594918104 | Stock NameMICROSOFT CORPORATION | $ Position$58,890 | % Position4.00% | $ Change11.00% | # Change0.00% |
Stck Ticker74006E702 | Stock NamePRAXIS INTL INDEX I | $ Position$48,021 | % Position3.00% | $ Change10.00% | # Change-2.00% |
Stck Ticker74006E868 | Stock NamePRAXIS GROWTH INDEX I | $ Position$40,409 | % Position3.00% | $ Change8.00% | # Change-8.00% |
Stck Ticker74006E785 | Stock NamePRAXIS VALUE INDEX I | $ Position$41,844 | % Position3.00% | $ Change10.00% | # Change0.00% |
Stck Ticker30303M102 | Stock NameMeta Platforms Inc Cl A | $ Position$31,215 | % Position2.00% | $ Change25.00% | # Change-6.00% |
Stck Ticker74006E827 | Stock NamePRAXIS SMALL CAP INDEX I | $ Position$28,826 | % Position2.00% | $ Change14.00% | # Change1.00% |
Stck Ticker02079K305 | Stock NameALPHABET INC CLASS A | $ Position$25,992 | % Position2.00% | $ Change2.00% | # Change0.00% |