Treybourne Wealth Planners »

At&t shares owned by Treybourne Wealth Planners

Quarter-by-quarter ownership of At&t (T) shares owned by Treybourne Wealth Planners from 13F filings

Historical chart of Treybourne Wealth Planners investment in At&t

Tip: Access up to 7 years of quarterly data

All positions including At&t held by Treybourne Wealth Planners 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 At&t by Treybourne Wealth Planners

Quarter filed Position value Share count Share price at filing
2021-06-30 $499k 17k 28.79
2021-03-31 $525k 17k 30.29
2020-12-31 $481k 17k 28.77

More positions owned by Treybourne Wealth Planners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Morningstar Valu (ILCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Total (IXUS)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr Morningstar Grwt (ILCG)
Caesars Entertainment (CZR)
Fs Kkr Capital Corp (FSK)

View all positions for Treybourne Wealth Planners

Top funds holding At&t

Vanguard Group
BlackRock
Newport Trust
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Northern Trust
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
FMR
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Ameriprise Financial
Dimensional Fund Advisors

View all funds holding At&t