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New Mtn Fin Corp shares owned by Goldstein Advisors

Quarter-by-quarter ownership of New Mtn Fin Corp shares owned by Goldstein Advisors from 13F filings

Historical chart of Goldstein Advisors investment in New Mtn Fin Corp

Tip: Access up to 7 years of quarterly data

All positions including New Mtn Fin Corp held by Goldstein Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New Mtn Fin Corp by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 15k 1.01
2024-06-30 $14k 14k 1.01
2024-03-31 $21k 20k 1.04
2023-12-31 $2.2M 22k 100.77

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Victory Portfolios Ii Core Intrmediate (UBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Active Bd Etf (BOND)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Msci Total (IXUS)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

View all positions for Goldstein Advisors

Top funds holding New Mtn Fin Corp

Advent Capital Management
Victory Capital Management
Steelhead Partners
Income Research & Management
Wolverine Asset Management
Russell Investments
Oaktree Capital Management
Palisade Capital Management
Bank of America Corporation
Aristeia Capital
Wells Fargo & Company
Schroder Investment Management Group
Catalyst Capital Advisors
Thrivent Financial for Lutherans
BlackRock

View all funds holding New Mtn Fin Corp