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Shp Etf Trust shares owned by Atticus Wealth Management

Quarter-by-quarter ownership of Shp Etf Trust (CSHI) shares owned by Atticus Wealth Management from 13F filings

Historical chart of Atticus Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Atticus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 400k 49.80
2024-06-30 $34M 678k 49.76
2024-03-31 $29M 591k 49.80
2023-12-31 $26M 526k 49.93
2023-09-30 $183k 3.7k 49.89

More positions owned by Atticus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Technology (XLK)

View all positions for Atticus Wealth Management

Top funds holding Shp Etf Trust

Napa Wealth Management
Retirement Planning Group
International Assets Investment Management
Richard P Slaughter Associates
Gradient Investments
Atticus Wealth Management
Mercer Global Advisors
Advisor Group Holdings
LPL Financial
Mml Investors Services
Worth Asset Management
Atomi Financial Group
Gladstone Institutional Advisory
WT Wealth Management
Blue Investment Partners

View all funds holding Shp Etf Trust