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Trimtabs Etf Tr shares owned by Wellington Wealth Strategies

Quarter-by-quarter ownership of Trimtabs Etf Tr (DFHY) shares owned by Wellington Wealth Strategies from 13F filings

Historical chart of Wellington Wealth Strategies investment in Trimtabs Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Trimtabs Etf Tr held by Wellington Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trimtabs Etf Tr by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $422k 20k 21.01
2020-12-31 $422k 20k 21.01

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Invesco S&p Smallcap 600 Revenue Etf etf (RWJ)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)
Invesco Senior Loan Etf otr (BKLN)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Tr liquid inc etf (ICSH)
Spdr Series Trust dj ttl mkt etf (SPTM)
J P Morgan Exchange Traded F ultra shrt (JPST)
Intercontinental Exchange (ICE)
Accenture (ACN)
AmerisourceBergen (COR)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

Top funds holding Trimtabs Etf Tr

Proequities
Envestnet Portfolio Solutions
Atria Wealth Solutions
Geneos Wealth Management
Gts Securities
Wellington Wealth Strategies
Kestra Advisory Services
Citadel Advisors
Advisor Group Holdings
Tradition Wealth Management
Orion Portfolio Solutions
Global Retirement Partners
W. E. Donoghue & Co
Jane Street
FTB Advisors

View all funds holding Trimtabs Etf Tr