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Shp Etf Trust shares owned by Madison Wealth Partners

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

Historical chart of Madison Wealth Partners investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 26k 49.80
2023-12-31 $1.6M 32k 49.93
2023-09-30 $950k 19k 49.89
2023-06-30 $248k 4.9k 50.07
2023-03-31 $249k 5.0k 50.13

More positions owned by Madison Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Madison Wealth Partners

Top funds holding Shp Etf Trust

Atticus Wealth Management
Precision Wealth Strategies
Paragon Wealth Strategies
WT Wealth Management
Advisor Group Holdings
Worth Asset Management
Camarda Wealth Advisory
Flow Traders US
Axxcess Wealth Management
Gradient Investments
Great Lakes Retirement
Latitude Advisors
Gainplan
Atomi Financial Group
Kingsview Wealth Management

View all funds holding Shp Etf Trust