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Empire St Rlty Op L P unit ltd prtnsp shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Empire St Rlty Op L P unit ltd prtnsp (ESBA) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Empire St Rlty Op L P unit ltd prtnsp

Tip: Access up to 7 years of quarterly data

All positions including Empire St Rlty Op L P unit ltd prtnsp held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Empire St Rlty Op L P unit ltd prtnsp by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 21k 10.58
2024-06-30 $192k 21k 9.12
2024-03-31 $210k 21k 9.97

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Home Depot (HD)
Eli Lilly & Co. (LLY)
Fiserv (FI)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for A. Montag and Associates

Top funds holding Empire St Rlty Op L P unit ltd prtnsp

North Star Investment Management
Sterling Financial Group
Susquehanna International
Commonwealth Equity Services
CI Private Wealth
Woodmont Investment Counsel
Cassaday & Co Wealth Management
Northwestern Mutual Wealth Management Company
HPM Partners
D. Scott Neal
Wells Fargo & Company
Oppenheimer & Co
J. L. Bainbridge & Co
Baker Avenue Asset Management
A. Montag and Associates

View all funds holding Empire St Rlty Op L P unit ltd prtnsp