Aurum Wealth Management Group »

Block shares owned by Aurum Wealth Management Group

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

Historical chart of Aurum Wealth Management Group investment in Block

Tip: Access up to 7 years of quarterly data

All positions including Block 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 Block by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $10k 12k 0.86
2024-06-30 $9.9k 12k 0.83
2024-03-31 $10k 12k 0.83
2023-12-31 $9.9k 12k 0.82
2023-09-30 $11k 14k 0.75
2023-06-30 $11k 14k 0.77
2023-03-31 $17k 22k 0.77
2022-12-31 $17k 22k 0.75
2022-09-30 $16k 23k 0.70
2022-06-30 $21k 29k 0.72
2021-12-31 $11k 10k 1.10

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 Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding Block

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View all funds holding Block