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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

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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

Longview Asset Management
Vanguard Group
Dimensional Fund Advisors
Allspring Global Investments Holdings
Victory Capital Management
Vaughan Nelson Investment Management
Jennifer Ranahan
Fayez Sarofim & Co
Royal Bank of Canada
Henderson Group
Charles Schwab Investment Management
Kennedy Capital Management
Franklin Resources
Bank of New York Mellon
Bank of America Corporation

View all funds holding Alamo