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Goldman Sachs shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $261k 624 417.69

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
Bank of America Corporation
Morgan Stanley
Geode Capital Management
Fisher Investments
Dodge & Cox
Bank of New York Mellon
Citadel Advisors
Susquehanna International
Massachusetts Financial Services
T. Rowe Price Associates
International Assets Investment Management
Alliancebernstein
Barclays

View all funds holding Goldman Sachs