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Fiscalnote Holdings shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Fiscalnote Holdings shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Fiscalnote Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiscalnote Holdings by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $454 98 4.63

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Fiscalnote Holdings

Maso Capital Partners
Susquehanna International
Vanguard Group
Stonehill Capital Management
Citadel Advisors
Yorkville Advisors Global
UBS Group
Geode Capital Management
Comprehensive Financial Management
BlackRock
Millennium Management
Goldman Sachs Group
Colony
Brown Advisory Holdings Incorporated
Jane Street

View all funds holding Fiscalnote Holdings