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Shp Etf Trust shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management investment in Shp Etf Trust

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

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Quarterly reported holdings in Shp Etf Trust by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 99k 49.80
2024-06-30 $2.9M 58k 49.76
2024-03-31 $5.8M 116k 49.80
2023-12-31 $1.2M 24k 49.93

More positions owned by Worth Asset Management

Vanguard Value Etf Etf (VTV)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Apple Stock (AAPL)
Neos Enhanced Income 1-3 Month T-bill Etf Etf (CSHI)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Consumer Staples Select Sector Spdr Fund Etf (XLP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Broadcom Stock (AVGO)
3M Stock (MMM)

View all positions for Worth Asset 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