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Columbia Etf Tr I sustanable us shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Columbia Etf Tr I sustanable us (ESGS) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Columbia Etf Tr I sustanable us

Tip: Access up to 7 years of quarterly data

All positions including Columbia Etf Tr I sustanable us 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 Etf Tr I sustanable us by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $211k 5.2k 40.64

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard World Fds Energy Etf (VDE)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Columbia Etf Tr I sustanable us

Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Private Advisor
Hanson McClain Advisors
Jpmorgan Chase & Co
Goldman Sachs Group
Parcion Private Wealth
Signal Advisors Wealth
CWM
Maripau Wealth Management
Commonwealth Equity Services
Keudell/Morrison Wealth Management
Fermata Advisors
Archer Investment Corp
Advisor Group Holdings

View all funds holding Columbia Etf Tr I sustanable us