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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
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 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 Block

Soros Fund Management
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Shenkman Capital Management
Context Capital Management
SSI Investment Management
Wellington Management Company
Lazard Asset Management
New York State Common Retirement Fund
Wolverine Asset Management
Bnp Paribas Arbitrage, Snc
Aviva

View all funds holding Block