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Strategy Shs ns 7handl idx shares owned by GeoWealth Management

Quarter-by-quarter ownership of Strategy Shs ns 7handl idx (HNDL) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Strategy Shs ns 7handl idx

Tip: Access up to 7 years of quarterly data

All positions including Strategy Shs ns 7handl idx held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy Shs ns 7handl idx by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.7M 196k 19.11

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding Strategy Shs ns 7handl idx

LPL Financial
Kades & Cheifetz
Cambridge Investment Research Advisors
Berger Financial Group
Cetera Investment Advisers
Advisor Group Holdings
Harbour Investments
Spire Wealth Management
Private Advisor
RFG Advisory
Commonwealth Equity Services
Creative Planning
Susquehanna International
Apollon Wealth Management
Asset Allocation Strategies

View all funds holding Strategy Shs ns 7handl idx