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Ishares High Dividend Equity F shares owned by Latitude Advisors

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Latitude Advisors from 13F filings

Historical chart of Latitude Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Latitude Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Latitude Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $327k 3.0k 110.22
2023-12-31 $302k 3.0k 101.98
2022-12-31 $226k 2.2k 104.23
2022-06-30 $203k 2.0k 100.59
2022-03-31 $443k 4.1k 106.95
2021-12-31 $305k 3.0k 101.06
2021-09-30 $284k 3.0k 94.23

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tyler Technologies (TYL)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Latitude Advisors

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Morgan Stanley
Meiji Yasuda Life Insurance Company
LPL Financial
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co
Advantus Capital Management
Citadel Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Envestnet Asset Management
M^T Bank Corporation
Janney Montgomery Scott

View all funds holding Ishares High Dividend Equity F