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Cbre Group Inc Cl A shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Cbre Group Inc Cl A (CBRE) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Cbre Group Inc Cl A

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All positions including Cbre Group Inc Cl A held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbre Group Inc Cl A by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $273k 2.1k 131.29
2024-09-30 $257k 2.1k 124.48
2024-03-31 $202k 2.1k 97.24
2021-12-31 $214k 2.0k 108.41

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Aurum Wealth Management Group

Top funds holding Cbre Group Inc Cl A

Vanguard Group
BlackRock
Harris Associates L.P
State Street Corporation
Geode Capital Management
FMR
Generation Investment Management
Principal Financial Group
Invesco
Allspring Global Investments Holdings
Cantillon Capital Mgnt
Baillie Gifford & Co
Bank of America Corporation
Earnest Partners
Franklin Resources

View all funds holding Cbre Group Inc Cl A