MAI Wealth Advisors »

GS SPX due 8-14-24 15 buff shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of GS SPX due 8-14-24 15 buff shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in GS SPX due 8-14-24 15 buff

Tip: Access up to 7 years of quarterly data

All positions including GS SPX due 8-14-24 15 buff held by MAI Wealth Advisors 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 GS SPX due 8-14-24 15 buff by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 4.5M 1.08
2023-09-30 $4.3M 4.5M 0.97
2023-06-30 $4.6M 4.6M 1.00
2023-03-31 $4.2M 4.6M 0.92
2022-12-31 $4.0M 4.6M 0.86
2022-09-30 $3.8M 4.6M 0.82
2022-06-30 $4.0M 4.7M 0.85
2022-03-31 $4.6M 4.7M 0.98

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding GS SPX due 8-14-24 15 buff

MAI Wealth Advisors

View all funds holding GS SPX due 8-14-24 15 buff