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Alamo shares owned by OptiFour Integrated Wealth Management

Quarter-by-quarter ownership of Alamo (ALG) shares owned by OptiFour Integrated Wealth Management from 13F filings

Historical chart of OptiFour Integrated Wealth Management investment in Alamo

Tip: Access up to 7 years of quarterly data

All positions including Alamo held by OptiFour Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alamo by OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $2.6M 21k 125.56
2019-09-30 $2.3M 20k 117.71
2019-06-30 $2.0M 20k 99.91

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

Top funds holding Alamo

BlackRock
BlackRock
Longview Asset Management
Vanguard Group
Allspring Global Investments Holdings
Dimensional Fund Advisors
Victory Capital Management
State Street Corporation
Westwood Holdings
Vaughan Nelson Investment Management
Morgan Stanley
Geode Capital Management
Henderson Group
Northern Trust
Macquarie Group

View all funds holding Alamo