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Shp Etf Trust shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 71k 49.80
2024-06-30 $3.9M 78k 49.76
2024-03-31 $7.1M 143k 49.80
2023-12-31 $18M 358k 49.93
2023-09-30 $5.2M 104k 49.89

More positions owned by Precision Wealth Strategies

Belpointe Prep Unit Rp Ltd Lb A (OZ)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Meta Platforms Cl A (META)
Angel Oak Funds Trust Income Etf (CARY)
Ge Aerospace Com New (GE)
Netflix (NFLX)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Broadcom (AVGO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Precision Wealth Strategies

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