United Financial Planning Group »

Emerald Holding shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Emerald Holding (EEX) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Emerald Holding

Tip: Access up to 7 years of quarterly data

All positions including Emerald Holding held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Emerald Holding by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 2.9k 4.51

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Emerald Holding

Advisory Research
MSDC Management
BlackRock
Raymond James Financial
Hotchkis and Wiley Capital Management
Geode Capital Management
Vanguard Group
Bank of New York Mellon
Hrt Financial
State Street Corporation
Renaissance Technologies
Vanguard Capital Management
Northern Trust
Charles Schwab Investment Management
CWM Advisors

View all funds holding Emerald Holding