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Microstrategy shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Microstrategy shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Microstrategy

Tip: Access up to 7 years of quarterly data

All positions including Microstrategy held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microstrategy by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $16k 18k 0.86
2023-09-30 $9.7k 14k 0.70

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Microstrategy

Fortress Investment Group
Soros Fund Management
Whitebox Advisors
Aristeia Capital
Calamos Advisors
Marshall Wace
LMR Partners
Aviva
Point72 Asset Management
Brandes Investment Partners
SSI Investment Management
Deutsche Bank Aktiengesellschaft
Bank of Nova Scotia
New York State Common Retirement Fund
Highbridge Capital Management

View all funds holding Microstrategy