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Hldgs shares owned by Zrc Wealth Management

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Zrc Wealth Management from 13F filings

Historical chart of Zrc Wealth Management investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $909 19 47.89
2023-12-31 $9.3k 219 42.30
2023-09-30 $5.0k 119 42.30
2023-06-30 $6.5k 119 54.87
2023-03-31 $5.3k 119 44.25

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

Top funds holding Hldgs

Vanguard Group
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Bank of America Corporation
Nomura Holdings
Parallax Volatility Advisers
Dimensional Fund Advisors
Newport Trust
UBS Group
D. E. Shaw & Co
Millennium Management
LSV Asset Management
U.S. Global Investors

View all funds holding Hldgs