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Industries N shs - a - shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Industries N shs - a - (LYB) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Industries N shs - a -

Tip: Access up to 7 years of quarterly data

All positions including Industries N shs - a - held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industries N shs - a - by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $475k 4.6k 102.28
2023-12-31 $426k 4.5k 95.08
2023-09-30 $425k 4.5k 94.70
2023-06-30 $384k 4.2k 91.83
2023-03-31 $274k 2.9k 93.89

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Industries N shs - a -

Vanguard Group
BlackRock
Dodge & Cox
Wellington Management Company
Charles Schwab Investment Management
Geode Capital Management
FMR
Morgan Stanley
Jpmorgan Chase & Co
Federated Investors
Dimensional Fund Advisors
Pacer Advisors
Royal Bank of Canada
Alliancebernstein
Amundi

View all funds holding Industries N shs - a -