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Facebook Inc cl a shares owned by Waller Financial Planning Group

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Waller Financial Planning Group from 13F filings

Historical chart of Waller Financial Planning Group investment in Facebook Inc cl a

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Quarterly reported holdings in Facebook Inc cl a by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $244k 688 353.96
2023-09-30 $204k 678 300.21
2021-12-31 $214k 635 337.01
2021-09-30 $216k 635 340.16
2021-06-30 $221k 635 348.03

More positions owned by Waller Financial Planning Group

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Waller Financial Planning Group

Top funds holding Facebook Inc cl a

Vanguard Group
BlackRock
Jpmorgan Chase & Co
T. Rowe Price Associates
Citadel Advisors
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Goldman Sachs Group
Wellington Management Company
Legal & General Group
Nuveen Asset Management
Bank of New York Mellon
Millennium Management
Jennison Associates

View all funds holding Facebook Inc cl a