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Federated Investors shares owned by MBM Wealth Consultants

Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by MBM Wealth Consultants from 13F filings

Historical chart of MBM Wealth Consultants investment in Federated Investors

Tip: Access up to 7 years of quarterly data

All positions including Federated Investors held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federated Investors by MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $258k 7.0k 36.77
2024-06-30 $224k 6.9k 32.34
2024-03-31 $246k 6.8k 36.12
2023-12-31 $248k 7.0k 35.61

More positions owned by MBM Wealth Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for MBM Wealth Consultants

Top funds holding Federated Investors

Vanguard Group
BlackRock
BlackRock
AQR Capital Management
Dimensional Fund Advisors
Invesco
Citadel Advisors
State Street Corporation
Hanna Zanoni
Morgan Stanley
Geode Capital Management
Alliancebernstein
Assenagon Asset Management
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Federated Investors