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Shell Adr Each Rep 2 Ord Wi shares owned by TFC Financial Management

Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by TFC Financial Management from 13F filings

Historical chart of TFC Financial Management investment in Shell Adr Each Rep 2 Ord Wi

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All positions including Shell Adr Each Rep 2 Ord Wi held by TFC Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by TFC Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $50k 741 67.01
2023-12-31 $49k 741 65.77
2023-09-30 $50k 773 64.35
2023-06-30 $45k 741 60.35

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Ishares Tr Core S&p500 Etf (IVV)
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Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Short Treas Bd (SHV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Intrm Gov Cr Etf (GVI)
Apple (AAPL)
Johnson & Johnson (JNJ)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Merck & Co (MRK)
Exxon Mobil Corporation (XOM)

View all positions for TFC Financial Management

Top funds holding Shell Adr Each Rep 2 Ord Wi

FMR
Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Orbis Allan Gray
Morgan Stanley
Bank of America Corporation
BlackRock
Wellington Management Company
T. Rowe Price Associates
Hotchkis and Wiley Capital Management
Franklin Resources
40 North Industries
Millennium Management
Mawer Investment Management

View all funds holding Shell Adr Each Rep 2 Ord Wi