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Total shares owned by Alera Investment Advisors

Quarter-by-quarter ownership of Total shares owned by Alera Investment Advisors from 13F filings

Historical chart of Alera Investment Advisors investment in Total

Tip: Access up to 7 years of quarterly data

All positions including Total held by Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Total by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $299k 4.6k 64.63
2024-06-30 $337k 5.1k 66.67
2024-03-31 $206k 3.0k 68.83
2023-12-31 $202k 3.0k 67.37
2019-03-31 $44k 783 56.19
2018-12-31 $37k 714 51.82

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPYM)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Alera Investment Advisors

Top funds holding Total

Reed Conner & Birdwell
FMR
Wellington Management Company
Royal Bank of Canada
Jpmorgan Chase & Co
Citadel Advisors
Energy Income Partners
Guardian Capital
Kayne Anderson Rudnick Investment Management
Baader Bank
Silvercrest Asset Management Group
Advisors Management Group
Keating Investment Counselors
AQR Capital Management
William Blair $ Company

View all funds holding Total