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First Citizens BancShares shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

All positions including First Citizens BancShares held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Citizens BancShares by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $15k 7 2113.00
2024-09-30 $13k 7 1841.00
2024-06-30 $12k 7 1683.57
2024-03-31 $11k 7 1635.00

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Russell 2000 Etf Etf (VTWO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Apple Stock (AAPL)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Global Wealth Strategies & Associates

Top funds holding First Citizens BancShares

BlackRock
Vanguard Group
Harris Associates L.P
Capital Research Global Investors
FMR
Jpmorgan Chase & Co
State Street Corporation
Egerton Capital
Geode Capital Management
Coatue Management
Wellington Management Company
D. E. Shaw & Co
Dimensional Fund Advisors
Brown Advisory Holdings Incorporated
Hanna Zanoni

View all funds holding First Citizens BancShares