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Wendy's/arby's Group shares owned by Livelsberger Financial Advisory

Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Livelsberger Financial Advisory from 13F filings

Historical chart of Livelsberger Financial Advisory investment in Wendy's/arby's Group

Tip: Access up to 7 years of quarterly data

All positions including Wendy's/arby's Group held by Livelsberger Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wendy's/arby's Group by Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1k 210 19.45

More positions owned by Livelsberger Financial Advisory

Invesco Insured Municipal Income Trust (IIM)
Blackrock Municipal Inco SH (BFK)
Abbvie (ABBV)
PIMCO High Income Fund (PHK)
Gorman-Rupp Company (GRC)
Dws Municipal Income Cf non-tax cef (KTF)
Welltower Inc Com reit (WELL)
Apple (AAPL)
Abbott Laboratories (ABT)
Thornburg Income Builder (TBLD)
Exxon Mobil Corporation (XOM)
Nuveen Div Adv Muni Fd 3 Ben Int (NZF)
Eaton Vance Municipal In SH (EVN)
Bank of America Corporation (BAC)
ACADIA Pharmaceuticals (ACAD)

View all positions for Livelsberger Financial Advisory

Top funds holding Wendy's/arby's Group

Trian Fund Management
Vanguard Group
BlackRock
Harris Associates L.P
Charles Schwab Investment Management
Jpmorgan Chase & Co
Massachusetts Financial Services
Allspring Global Investments Holdings
Dimensional Fund Advisors
AQR Capital Management
Henderson Group
Royal Bank of Canada
Millennium Management
Geode Capital Management
Bank of New York Mellon

View all funds holding Wendy's/arby's Group