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Columbia U.s. Equity Income Etf shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Columbia U.s. Equity Income Etf (EQIN) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Columbia U.s. Equity Income Etf

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All positions including Columbia U.s. Equity Income Etf held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia U.s. Equity Income Etf by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $261k 5.5k 47.33

More positions owned by Keudell/Morrison Wealth Management

Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
World Gold Tr Spdr Gld Minis (GLDM)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Eli Lilly & Co. (LLY)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Columbia U.s. Equity Income Etf

LPL Financial
Sowell Financial Services
Goss Wealth Management
Raymond James Financial Services Advisors
Personal Resources Investment & Strategic Management
Jane Street
Redwood Financial Network Corp
GeoWealth Management
Commonwealth Equity Services
Susquehanna International
Hanson McClain Advisors
Private Advisor
Jpmorgan Chase & Co
Parcion Private Wealth
Signal Advisors Wealth

View all funds holding Columbia U.s. Equity Income Etf