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Etf Managers Tr purefunds ise cy shares owned by HCR Wealth Advisors

Quarter-by-quarter ownership of Etf Managers Tr purefunds ise cy shares owned by HCR Wealth Advisors from 13F filings

Historical chart of HCR Wealth Advisors investment in Etf Managers Tr purefunds ise cy

Tip: Access up to 7 years of quarterly data

All positions including Etf Managers Tr purefunds ise cy held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Managers Tr purefunds ise cy by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $215k 3.6k 60.41
2023-03-31 $753k 16k 47.82
2022-12-31 $641k 15k 44.05
2022-09-30 $631k 15k 43.35
2022-06-30 $667k 15k 45.83
2022-03-31 $980k 17k 58.72
2021-12-31 $864k 14k 61.45

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Vanguard Growth Index Fund ETF Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Ametek Common Stock (AME)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
Visa Common Stock (V)
Amazon.Com Common Stock (AMZN)
Meta Platforms Common Stock (META)
Schwab U.S. TIPS ETF Etf (SCHP)

View all positions for HCR Wealth Advisors

Top funds holding Etf Managers Tr purefunds ise cy

Instrumental Wealth
Appleton Partners
Rockefeller Capital Management
Kestra Advisory Services
National Bank Of Canada /fi/
Scotia Capital
RMB Capital Management
Baird Financial
National Asset Management
Wedbush Morgan Securities
Armstrong Advisory Group
Dfpg Investments
CWM
Wilson & Boucher Capital Management
Invst

View all funds holding Etf Managers Tr purefunds ise cy