Visionary Wealth Advisors »

Roundhill Generative Ai & Technology Etf shares owned by Visionary Wealth Advisors

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by Visionary Wealth Advisors from 13F filings

Historical chart of Visionary Wealth Advisors investment in Roundhill Generative Ai & Technology Etf

Tip: Access up to 7 years of quarterly data

All positions including Roundhill Generative Ai & Technology Etf held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Roundhill Generative Ai & Technology Etf by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $343k 9.6k 35.59
2023-12-31 $285k 9.2k 30.89
2023-09-30 $216k 8.0k 26.96