AFLAC Incorporated shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of AFLAC Incorporated (AFL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in AFLAC Incorporated
Tip: Access up to 7 years of quarterly data
All positions including AFLAC Incorporated held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in AFLAC Incorporated by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $370k | 4.3k | 85.87 |
2023-09-30 | $331k | 4.3k | 76.77 |
2023-06-30 | $301k | 4.3k | 69.81 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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