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Appian Corp cl a shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of Appian Corp cl a (APPN) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel Wealth Management investment in Appian Corp cl a

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All positions including Appian Corp cl a held by MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appian Corp cl a by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.0k 100 29.86
2025-03-31 $2.9k 100 28.81

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding Appian Corp cl a

Vanguard Group
BlackRock
Citadel Advisors
Lead Edge Capital Management
Abdiel Capital Advisors
Arrowstreet Capital, Limited Partnership
Susquehanna International
First Trust Advisors
State Street Corporation
Geode Capital Management
Wolf Hill Capital Management
Baillie Gifford & Co
Jacobs Levy Equity Management
Acadian Asset Management
D. E. Shaw & Co

View all funds holding Appian Corp cl a