Zrc Wealth Management »

Jp Morgan Alerian Mlp Index shares owned by Zrc Wealth Management

Quarter-by-quarter ownership of Jp Morgan Alerian Mlp Index (AMJ) shares owned by Zrc Wealth Management from 13F filings

Historical chart of Zrc Wealth Management investment in Jp Morgan Alerian Mlp Index

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Alerian Mlp Index held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Jp Morgan Alerian Mlp Index by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 630 28.49
2023-12-31 $16k 630 24.70
2023-09-30 $26k 1.1k 24.70
2023-06-30 $24k 1.1k 22.91
2023-03-31 $24k 1.1k 22.19

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

Top funds holding Jp Morgan Alerian Mlp Index

Jpmorgan Chase & Co
Atlantic Trust
LPL Financial
Keybank National Association
Morgan Stanley
Mariner Wealth Advisors
Nicolet Advisory Services
Parkside Financial Bank & Trust
Goldman Sachs Group
Baird Financial
Nicolet Bankshares
Coulter & Justus Financial Services
Noesis Capital Management Corp.
Virtu Financial
Ameriprise Financial

View all funds holding Jp Morgan Alerian Mlp Index