MBM Wealth Consultants »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Federated Investors by MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
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)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for MBM Wealth Consultants

Top funds holding Federated Investors

Vanguard Group
Dimensional Fund Advisors
Wellington Management Company
Millennium Management
Goldman Sachs Group
AQR Capital Management
Bank of New York Mellon
D. E. Shaw & Co
Assenagon Asset Management
Two Sigma Investments
Commonwealth Equity Services
Two Sigma Advisers
Charles Schwab Investment Management
Arrowstreet Capital, Limited Partnership
HighTower Advisors

View all funds holding Federated Investors