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Douglas Elliman shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of Douglas Elliman (DOUG) shares owned by Accretive Wealth Partners from 13F filings

Historical chart of Accretive Wealth Partners investment in Douglas Elliman

Tip: Access up to 7 years of quarterly data

All positions including Douglas Elliman held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Douglas Elliman by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $53k 38k 1.41
2023-12-31 $103k 35k 2.95
2023-09-30 $80k 35k 2.26
2023-06-30 $50k 22k 2.22
2023-03-31 $65k 21k 3.11
2022-03-31 $93k 13k 7.30

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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Gold Tr Ishares New (IAU)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr S&P SML 600 GWT (IJT)
Amazon (AMZN)
Marathon Petroleum Corp (MPC)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Accretive Wealth Partners

Top funds holding Douglas Elliman

Vanguard Group
Portolan Capital Management
Bank of New York Mellon
Dimensional Fund Advisors
Charles Schwab Investment Management
D. E. Shaw & Co
Hotchkis and Wiley Capital Management
Millennium Management
Jacobs Levy Equity Management
Russell Investments
GSA Capital Partners
Goldman Sachs Group
Heartland Advisors
Hudson Bay Capital Management
Diversified Investment Strategies

View all funds holding Douglas Elliman