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U.S. Bancorp shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $97k 2.2k 43.28
2023-09-30 $165 5 33.00

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding U.S. Bancorp

Vanguard Group
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
Charles Schwab Investment Management
Bank of America Corporation
Royal Bank of Canada
T. Rowe Price Associates
Norges Bank Investment Management
Davis Selected Advisers
Hotchkis and Wiley Capital Management
Bank of New York Mellon
Legal & General Group
Amundi
Barrow, Hanley, Mewhinney & Strauss
Federated Investors

View all funds holding U.S. Bancorp