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BP shares owned by Modern Wealth Management

Quarter-by-quarter ownership of BP (BP) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in BP

Tip: Access up to 7 years of quarterly data

All positions including BP held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BP by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $755k 24k 31.39
2024-03-31 $862k 23k 37.84

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding BP

Fisher Investments
State Street Corporation
Morgan Stanley
Dimensional Fund Advisors
BlackRock
BlackRock
Goldman Sachs Group
Citadel Advisors
Hsbc Holdings
D. E. Shaw & Co
Susquehanna International
Arrowstreet Capital, Limited Partnership
Bank of America Corporation
Mondrian Investment Partners
Bnp Paribas Arbitrage, Snc

View all funds holding BP