H D Vest Advisory Services »

Claros Mtg Tr shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Claros Mtg Tr (CMTG) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Claros Mtg Tr

Tip: Access up to 7 years of quarterly data

All positions including Claros Mtg Tr held by H D Vest Advisory Services 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 Claros Mtg Tr by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $50k 18k 2.85
2025-03-31 $61k 17k 3.73

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Claros Mtg Tr

Hyundai Investments
Koch
Neuberger Berman Group
BlackRock
Vanguard Group
Charles Schwab Investment Management
Geode Capital Management
Wafra Investment Advisory Group
State Street Corporation
Hotchkis and Wiley Capital Management
Gratia Capital
Millennium Management
Caption Management
D. E. Shaw & Co
Northern Trust

View all funds holding Claros Mtg Tr