MAI Wealth Advisors »

TD SPX 7/23/24 15 abs ret buff shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of TD SPX 7/23/24 15 abs ret buff shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in TD SPX 7/23/24 15 abs ret buff

Tip: Access up to 7 years of quarterly data

All positions including TD SPX 7/23/24 15 abs ret 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 TD SPX 7/23/24 15 abs ret buff by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.1M 7.2M 1.12
2023-09-30 $8.1M 7.6M 1.08
2023-06-30 $8.1M 7.6M 1.06
2023-03-31 $8.5M 8.4M 1.02

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 TD SPX 7/23/24 15 abs ret buff

MAI Wealth Advisors

View all funds holding TD SPX 7/23/24 15 abs ret buff