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Wisdomtree Tr bofa merlyn ze shares owned by KCS Wealth Advisory

Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by KCS Wealth Advisory from 13F filings

Historical chart of KCS Wealth Advisory investment in Wisdomtree Tr bofa merlyn ze

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr bofa merlyn ze held by KCS Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by KCS Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 52k 21.12
2023-06-30 $1.2M 59k 21.02
2023-03-31 $1.2M 58k 20.77

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Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Alphabet Cap Stk Cl C (GOOG)
Novo-nordisk A S Adr (NVO)
Applied Materials (AMAT)
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)
Comcast Corp Cl A (CMCSA)

View all positions for KCS Wealth Advisory

Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
National Asset Management
Envestnet Asset Management
Ameriprise Financial
Morgan Stanley
LPL Financial
Integrated Wealth Concepts
Kestra Advisory Services
Advisor Group Holdings
Avestar Capital
McAdam
Jane Street
Empirical Asset Management
Commonwealth Equity Services
Advisory Alpha

View all funds holding Wisdomtree Tr bofa merlyn ze