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Roundhill Generative Ai & Technology Etf shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roundhill Generative Ai & Technology Etf by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $347k 9.8k 35.59
2023-12-31 $264k 8.6k 30.89
2023-09-30 $231k 8.6k 26.96

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View all positions for Beacon Financial Advisory

Top funds holding Roundhill Generative Ai & Technology Etf

LPL Financial
WJ Wealth Management
Jane Street
Gradient Investments
Susquehanna International
Gemmer Asset Management
Commonwealth Equity Services
Beacon Financial Advisory
Visionary Wealth Advisors
SeaCrest Wealth Management
Citadel Advisors
Wealth Enhancement Advisory Services
Valley National Advisers
Advisor Group Holdings
Harbour Investments

View all funds holding Roundhill Generative Ai & Technology Etf