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MV Oil Trust shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of MV Oil Trust (MVO) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in MV Oil Trust

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All positions including MV Oil Trust held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MV Oil Trust by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0k 500 12.02

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Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding MV Oil Trust

Symphony Financial
Selective Wealth Management
Cambridge Investment Research Advisors
BlackRock
Susquehanna International
Redhawk Wealth Advisors
CWM
RIA Advisory Group
Janney Montgomery Scott
Wolverine Trading
Bank of America Corporation
SCBT Financial Corporation
Royal Bank of Canada
Creekmur Asset Management
UBS Group

View all funds holding MV Oil Trust