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Facebook Inc cl a shares owned by Appleton Group Wealth Management

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Appleton Group Wealth Management from 13F filings

Historical chart of Appleton Group Wealth Management investment in Facebook Inc cl a

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Quarterly reported holdings in Facebook Inc cl a by Appleton Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $359k 1.2k 300.21
2023-06-30 $735k 2.6k 286.98
2023-03-31 $600k 2.8k 211.94
2022-03-31 $566k 2.5k 222.22
2021-12-31 $702k 2.1k 336.37
2021-09-30 $575k 1.7k 339.63
2021-06-30 $688k 2.0k 347.47
2021-03-31 $563k 1.9k 294.46

More positions owned by Appleton Group Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 2000 Val Etf (IWN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Proshares Tr Ultrashrt S&p500 (SDS)
Marathon Petroleum Corp (MPC)
Proshares Tr Ultsht Russ2000 (TWM)
Eaton Corp SHS (ETN)
Meta Platforms Cl A (META)
Healthequity (HQY)
TJX Companies (TJX)

View all positions for Appleton Group Wealth Management

Top funds holding Facebook Inc cl a

Vanguard Group
Jpmorgan Chase & Co
T. Rowe Price Associates
Citadel Advisors
Norges Bank Investment Management
Bank of America Corporation
Goldman Sachs Group
Wellington Management Company
Legal & General Group
Bank of New York Mellon
Millennium Management
Sanders Capital
Charles Schwab Investment Management
Nomura Holdings
Barclays

View all funds holding Facebook Inc cl a