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Essent shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Essent (ESNT) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in Essent

Tip: Access up to 7 years of quarterly data

All positions including Essent held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essent by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $300k 5.5k 54.44
2024-09-30 $902k 14k 64.29
2024-06-30 $798k 14k 56.19
2024-03-31 $767k 13k 59.51
2023-12-31 $653k 12k 52.74
2023-09-30 $513k 11k 47.29
2023-06-30 $303k 6.5k 46.80
2023-03-31 $267k 6.7k 40.05
2022-12-31 $210k 5.4k 38.88

More positions owned by Measured Wealth Private Client Group

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Measured Wealth Private Client Group

Top funds holding Essent

BlackRock
Vanguard Group
Capital World Investors
FMR
Dimensional Fund Advisors
State Street Corporation
Macquarie Group
Geode Capital Management
Polar Capital Holdings
Capital Research and Management Company - Division 3
Invesco
Charles Schwab Investment Management
Bank of New York Mellon
Cooke & Bieler
Ameriprise Financial

View all funds holding Essent