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Roundhill Generative Ai & Technology Etf shares owned by WJ Wealth Management

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by WJ Wealth Management from 13F filings

Historical chart of WJ Wealth Management investment in Roundhill Generative Ai & Technology Etf

Tip: Access up to 7 years of quarterly data

All positions including Roundhill Generative Ai & Technology Etf held by WJ Wealth Management 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 62k 35.59
2023-12-31 $425k 14k 30.89

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View all positions for WJ Wealth Management

Top funds holding Roundhill Generative Ai & Technology Etf

LPL Financial
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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