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Alerus Finl shares owned by Wealth Forward

Quarter-by-quarter ownership of Alerus Finl (ALRS) shares owned by Wealth Forward from 13F filings

Historical chart of Wealth Forward investment in Alerus Finl

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All positions including Alerus Finl held by Wealth Forward consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alerus Finl by Wealth Forward

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 56k 22.39

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
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Us Bancorp Del Com New (USB)
Ishares Tr Aggres Alloc Etf (AOA)
Alerus Finl (ALRS)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)

View all positions for Wealth Forward

Top funds holding Alerus Finl

Alerus Financial
Vanguard Group
Brown Advisory Holdings Incorporated
Dimensional Fund Advisors
Endeavour Capital Advisors
Charles Schwab Investment Management
Mairs and Power
Bank of New York Mellon
Thomas Stevens, CFA"
Sippican Capital Adivsors
Wealth Forward
Goldman Sachs Group
Barclays
Bank of America Corporation
Two Sigma Advisers

View all funds holding Alerus Finl