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Assurant shares owned by GoalFusion Wealth Management

Quarter-by-quarter ownership of Assurant (AIZ) shares owned by GoalFusion Wealth Management from 13F filings

Historical chart of GoalFusion Wealth Management investment in Assurant

Tip: Access up to 7 years of quarterly data

All positions including Assurant held by GoalFusion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assurant by GoalFusion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $489k 2.6k 188.23
2023-12-31 $438k 2.6k 168.49
2023-09-30 $373k 2.6k 143.58
2023-06-30 $352k 2.8k 125.72

More positions owned by GoalFusion Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Fds Energy Etf (VDE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for GoalFusion Wealth Management

Top funds holding Assurant

Vanguard Group
BlackRock
T. Rowe Price Investment Management
Bank of New York Mellon
Massachusetts Financial Services
Geode Capital Management
FMR
T. Rowe Price Associates
Lyrical Asset Management
AQR Capital Management
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
TD Asset Management
Charles Schwab Investment Management

View all funds holding Assurant