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TD SPX 2-21-25 15 buff shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of TD SPX 2-21-25 15 buff shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in TD SPX 2-21-25 15 buff

Tip: Access up to 7 years of quarterly data

All positions including TD SPX 2-21-25 15 buff held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TD SPX 2-21-25 15 buff by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 14M 1.34
2024-06-30 $19M 15M 1.29
2024-03-31 $18M 15M 1.24
2023-12-31 $17M 15M 1.15
2023-09-30 $15M 15M 1.03
2023-06-30 $16M 15M 1.06
2023-03-31 $15M 16M 0.97
2022-12-31 $15M 17M 0.91
2022-09-30 $14M 17M 0.85

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Vanguard FTSE Developed Mkts E Ee (VEA)
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iShares S&P Barra Value Index Ez (IVE)
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SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding TD SPX 2-21-25 15 buff

MAI Wealth Advisors

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