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Tiptree Finl Inc cl a shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Tiptree Finl Inc cl a (TIPT) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Tiptree Finl Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Tiptree Finl Inc cl a held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tiptree Finl Inc cl a by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2k 64 18.95
2023-09-30 $1.1k 64 16.77
2023-06-30 $1.1k 73 15.01

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Top funds holding Tiptree Finl Inc cl a

Dimensional Fund Advisors
Vanguard Group
Breach Inlet Capital Management
Royce & Associates
TCW Group
Cove Street Capital
Heartland Advisors
Royal Bank of Canada
Hillsdale Investment Management
Steamboat Capital Partners
Franklin Resources
Russell Investments
Empowered Funds
Hodges Capital Management
Goldman Sachs Group

View all funds holding Tiptree Finl Inc cl a