MAI Wealth Advisors »

Xeriant shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Xeriant (XERI) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Xeriant

Tip: Access up to 7 years of quarterly data

All positions including Xeriant held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Xeriant by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $781 42k 0.02
2023-12-31 $739 42k 0.02
2023-09-30 $982 42k 0.02
2023-06-30 $991 42k 0.02
2023-03-31 $1.2k 42k 0.03
2022-12-31 $1.6k 42k 0.04

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
iShares S&P Mid Cap Index Ez (IJH)
Amazon CS (AMZN)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Vanguard FTSE Developed Mkts E Ee (VEA)
Nvidia Corp CS (NVDA)
iShares S&P Barra Value Index Ez (IVE)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Russell 1000 Growth In Ez (IWF)
iShares Core MSCI EAFE Ez (IEFA)
SPDR S&P Mid Cap 400 ETF Ee (MDY)

View all positions for MAI Wealth Advisors

Top funds holding Xeriant

Williams Jones Wealth Management
MAI Wealth Advisors

View all funds holding Xeriant