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Esquire Financial Holdings shares owned by GeoWealth Management

Quarter-by-quarter ownership of Esquire Financial Holdings (ESQ) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Esquire Financial Holdings

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All positions including Esquire Financial Holdings held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Esquire Financial Holdings by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0k 30 65.20

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth Management

Top funds holding Esquire Financial Holdings

Daniel D. Thurber
BlackRock
Ampfield Management
Jennifer Ranahan
Dimensional Fund Advisors
Geode Capital Management
American Century Companies
Sandler O'Neill Asset Management
Gator Capital Management
Pacific Ridge Capital Partners
Invesco
Northern Trust
Renaissance Technologies
Thomas Stevens, CFA"
Elizabeth Park Capital Advisors

View all funds holding Esquire Financial Holdings