SPDR Wells Fargo Prfd Stk ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of SPDR Wells Fargo Prfd Stk ETF (PSK) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in SPDR Wells Fargo Prfd Stk ETF
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Quarterly reported holdings in SPDR Wells Fargo Prfd Stk ETF by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $216k | 6.2k | 34.87 |
| 2023-12-31 | $240k | 7.2k | 33.52 |
| 2023-09-30 | $829k | 26k | 32.46 |
| 2023-06-30 | $872k | 26k | 33.47 |
| 2023-03-31 | $1.1M | 34k | 33.75 |
| 2022-12-31 | $1.1M | 35k | 32.82 |
| 2022-09-30 | $1.4M | 40k | 34.85 |
| 2022-06-30 | $1.3M | 37k | 35.87 |
| 2022-03-31 | $1.2M | 32k | 39.01 |
| 2021-12-31 | $1.3M | 31k | 42.90 |
| 2021-09-30 | $920k | 21k | 43.42 |
| 2021-06-30 | $914k | 21k | 44.22 |
| 2021-03-31 | $365k | 8.4k | 43.41 |
| 2020-12-31 | $308k | 6.9k | 44.44 |
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