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Shp Etf Trust shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Shp Etf Trust (CSHI) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 93k 49.80
2024-06-30 $1.3M 27k 49.76

More positions owned by Gladstone Institutional Advisory

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Purecycle Technologies (PCT)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Simplify Exchange Traded Fun Health Care Etf (PINK)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)

View all positions for Gladstone Institutional Advisory

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust