Mark Sheptoff Financial Planning »

Roundhill Generative Ai & Technology Etf shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Roundhill Generative Ai & Technology Etf

Tip: Access up to 7 years of quarterly data

All positions including Roundhill Generative Ai & Technology Etf held by Mark Sheptoff Financial Planning 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 Roundhill Generative Ai & Technology Etf by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 300 35.59

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Nextera Energy (NEE)
Apple (AAPL)
Pepsi (PEP)
Veeva Sys Cl A Com (VEEV)
Johnson & Johnson (JNJ)
Abbott Laboratories (ABT)
Abbvie (ABBV)
Vertex Pharmaceuticals Incorporated (VRTX)
Smucker J M Com New (SJM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Mondelez Intl Cl A (MDLZ)
Constellation Brands Cl A (STZ)
Raytheon Technologies Corp (RTX)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Roundhill Generative Ai & Technology Etf

Jane Street
LPL Financial
WJ Wealth Management
Gradient Investments
Susquehanna International
Gemmer Asset Management
Commonwealth Equity Services
Atria Wealth Solutions
Beacon Financial Advisory
Visionary Wealth Advisors
SeaCrest Wealth Management
Citadel Advisors
Envestnet Asset Management
Wealth Enhancement Advisory Services
Valley National Advisers

View all funds holding Roundhill Generative Ai & Technology Etf