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Mortgage Reit Index real shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $329k 14k 23.24
2023-12-31 $332k 14k 23.59
2023-09-30 $321k 14k 22.34
2023-06-30 $339k 14k 23.60
2023-03-31 $306k 14k 21.84
2022-12-31 $316k 14k 22.69
2022-09-30 $279k 13k 20.93

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Ishares Tr Core S&p Mcp Etf (IJH)
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Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth Advisors

Top funds holding Mortgage Reit Index real

Bank of America Corporation
Wells Fargo & Company
VisionPoint Advisory Group
Citadel Advisors
AE Wealth Management
Bnp Paribas Arbitrage, Snc
Mid-American Wealth Advisory Group
Advisor Group Holdings
UBS Group
Barry Investment Advisors
Goldman Sachs Group
Mount Lucas Management Corporation
Royal Bank of Canada
Rsm Us Wealth Management
Continuum Advisory

View all funds holding Mortgage Reit Index real