BIP Wealth, LLC

Comprehensive Analysis of SEC 13F Filing: BIP Wealth, LLC

Portfolio Overview

BIP Wealth, LLC has reported a substantial expansion in its managed assets, with the total portfolio value surging by 144.5% from $1.16 billion to $2.83 billion quarter-over-quarter. This dramatic increase in AUM (Assets Under Management) suggests significant net capital inflows or the consolidation of client accounts into this reporting entity during the period. The portfolio consists of **456 holdin...