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Evergy shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Evergy (EVRG) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Evergy

Tip: Access up to 7 years of quarterly data

All positions including Evergy held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evergy by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $237k 3.9k 61.55
2024-09-30 $238k 3.8k 62.01
2023-06-30 $217k 3.7k 58.42
2023-03-31 $219k 3.6k 61.12
2022-12-31 $239k 3.8k 62.93
2022-09-30 $210k 3.5k 59.29
2022-06-30 $230k 3.5k 65.12
2021-12-31 $211k 3.1k 68.73

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Aurum Wealth Management Group

Top funds holding Evergy

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View all funds holding Evergy