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Affirm Hldgs shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of Affirm Hldgs (AFRM) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in Affirm Hldgs

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All positions including Affirm Hldgs held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affirm Hldgs by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0k 50 40.82
2024-06-30 $1.5k 50 30.22
2024-03-31 $1.9k 50 37.26
2023-12-31 $2.5k 50 49.14
2023-09-30 $2.1k 100 21.27
2023-06-30 $1.5k 100 15.33
2023-03-31 $1.1k 100 11.27
2022-12-31 $1.0k 100 10.00

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Core Msci Emkt (IEMG)

View all positions for CarsonAllaria Wealth Management

Top funds holding Affirm Hldgs

Morgan Stanley
Capital Research Global Investors
Vanguard Group
Capital World Investors
Susquehanna International
BlackRock
Baillie Gifford & Co
BlackRock
Citadel Advisors
D. E. Shaw & Co
Jericho Capital Asset Management
Jane Street
Geode Capital Management
State Street Corporation
Durable Capital Partners

View all funds holding Affirm Hldgs