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American Express Company shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 47 276.21
2024-06-30 $11k 47 235.15
2024-03-31 $11k 47 230.55
2023-12-31 $8.9k 47 189.15
2023-09-30 $7.1k 47 150.06

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Core Msci Emkt (IEMG)

View all positions for CarsonAllaria Wealth Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Nuveen Asset Management
Northern Trust
Goldman Sachs Group
Invesco

View all funds holding American Express Company