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Shake Shack Inc cl a shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Shake Shack Inc cl a (SHAK) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Shake Shack Inc cl a

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All positions including Shake Shack Inc cl a held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shake Shack Inc cl a by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $633k 6.1k 104.03

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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
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Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Shake Shack Inc cl a

Vanguard Group
Gilder, Gagnon, Howe & Co
Engaged Capital
Citadel Advisors
Van Berkom & Associates
Wellington Management Company
Dimensional Fund Advisors
Holocene Advisors
Two Sigma Investments
Marshall Wace
Man Group
Daniel D. Thurber
Squarepoint Ops
Fred Alger Management
Lord, Abbett & Co

View all funds holding Shake Shack Inc cl a