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Meta Financial shares owned by RMR Wealth Builders

Quarter-by-quarter ownership of Meta Financial (CASH) shares owned by RMR Wealth Builders from 13F filings

Historical chart of RMR Wealth Builders investment in Meta Financial

Tip: Access up to 7 years of quarterly data

All positions including Meta Financial held by RMR Wealth Builders consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Meta Financial by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2024-09-30 $40k 22k 1.86
2024-06-30 $29k 13k 2.18

More positions owned by RMR Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
First Tr Exchange-traded Managd Mun Etf (FMB)

View all positions for RMR Wealth Builders

Top funds holding Meta Financial

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
American Century Companies
Goldman Sachs Group
Morgan Stanley
Jpmorgan Chase & Co
Wealth Enhancement Advisory Services
Charles Schwab Investment Management
Invesco
Nuveen Asset Management
Northern Trust

View all funds holding Meta Financial