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Barings Participation Inv shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Barings Participation Inv (MPV) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Barings Participation Inv

Tip: Access up to 7 years of quarterly data

All positions including Barings Participation Inv held by Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Barings Participation Inv by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $615k 39k 15.60

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Schwallier Wealth Management

Top funds holding Barings Participation Inv

Rivernorth Capital Management
Greenwich Investment Management
TSP Capital Management Group
Benjamin F. Edwards & Company
Advisor Group Holdings
Commonwealth Equity Services
Branch Banking & Trust Company
Babson Capital Management
Curbstone Financial Management
UBS Group
Caldwell Sutter Capital
Schwallier Wealth Management
Mutual Advisors
Granite Bay Wealth Management
Vanguard Group

View all funds holding Barings Participation Inv