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Strategas Macro Thematic Opportunities Etf shares owned by Triangle Securities Wealth Management

Quarter-by-quarter ownership of Strategas Macro Thematic Opportunities Etf (SAMT) shares owned by Triangle Securities Wealth Management from 13F filings

Historical chart of Triangle Securities Wealth Management investment in Strategas Macro Thematic Opportunities Etf

Tip: Access up to 7 years of quarterly data

All positions including Strategas Macro Thematic Opportunities Etf held by Triangle Securities Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategas Macro Thematic Opportunities Etf by Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4M 279k 23.05
2023-09-30 $6.1M 273k 22.43
2023-06-30 $6.2M 268k 23.33
2023-03-31 $5.9M 264k 22.33
2022-12-31 $5.6M 244k 23.10
2022-09-30 $4.0M 185k 21.54

More positions owned by Triangle Securities Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Fds Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Blackstone Group Inc Com Cl A (BX)
Alphabet Cap Stk Cl C (GOOG)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Ishares Tr Core Total Usd (IUSB)
Kkr & Co (KKR)
Apple (AAPL)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Core S&p Mcp Etf (IJH)
Lowe's Companies (LOW)
Ishares Tr Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)

View all positions for Triangle Securities Wealth Management

Top funds holding Strategas Macro Thematic Opportunities Etf

Beaumont Financial Advisors
Baird Financial
Triangle Securities Wealth Management
Archford Capital Strategies
Fortem Financial Group
CI Private Wealth
Armor Investment Advisors
Greenwich Wealth Management
Cambridge Advisors
Captrust Financial Advisors
Fiduciary Trust Company
UBS Group
Parallel Advisors

View all funds holding Strategas Macro Thematic Opportunities Etf