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Amer Fds New Perspective A shares owned by Alpine Bank Wealth Management

Quarter-by-quarter ownership of Amer Fds New Perspective A (ANWPX) shares owned by Alpine Bank Wealth Management from 13F filings

Historical chart of Alpine Bank Wealth Management investment in Amer Fds New Perspective A

Tip: Access up to 7 years of quarterly data

All positions including Amer Fds New Perspective A held by Alpine Bank Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amer Fds New Perspective A by Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 238 65.99

More positions owned by Alpine Bank Wealth Management

Wisdomtree Floating Rate Treasury Fund (USFR)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Simplify Exchange Traded Fun (MTBA)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Invesco Exchng Traded Fd Tr (IDMO)
Janus Detroit Str Tr (JAAA)
Ishares Tr usa min vo (USMV)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
Colgate-Palmolive Company (CL)
Wells Fargo & Company (WFC)
iShares S&P 500 Growth Index (IVW)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Alpine Bank Wealth Management

Top funds holding Amer Fds New Perspective A

Moody Lynn & Co/
Fulton Bank, NA
Ethos Financial Group
Ironwood Investment Management
Private Capital Advisors
Tucker Asset Management
Neville Rodie & Shaw
Coston, McIsaac & Partners
Eagle Bay Advisors
Alpine Bank Wealth Management
Game Plan Financial Advisors

View all funds holding Amer Fds New Perspective A