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Financial Institutions shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Institutions by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 436 25.47
2024-03-31 $75 4 18.75

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Vanguard Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Jpmorgan Active Value Etf Etf (JAVA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Growth Etf Etf (JGRO)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Apple Stock (AAPL)
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Financial Institutions

PL Capital Advisors
BlackRock
BlackRock
Dimensional Fund Advisors
Vanguard Group
Commonwealth Equity Services
Geode Capital Management
Courier Capital Corp
LSV Asset Management
Acadian Asset Management
American Century Companies
Renaissance Technologies
Canandaigua National Bank and Trust Company
State Street Corporation
Morgan Stanley

View all funds holding Financial Institutions