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Spdr Ser Tr cmn shares owned by Liberty Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by Liberty Wealth Management from 13F filings

Historical chart of Liberty Wealth Management investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $96k 96k 1.00
2023-06-30 $466k 15k 30.69
2023-03-31 $323k 11k 30.43

More positions owned by Liberty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional U S Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us High Proftblty Etf Etf (DUHP)
Apple (AAPL)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)
Blackrock Us Eqy Fctr Rotn Etf Etf (DYNF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Intern Core Equity 2 Etf Etf (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
4068594 Enphase Energy (ENPH)
Dimensionl Us Large Cap Value Etf Etf (DFLV)
Vanguard Total Stock Market Etf Etf (VTI)
NVIDIA Corporation (NVDA)

View all positions for Liberty Wealth Management

Top funds holding Spdr Ser Tr cmn

Tiaa Trust, National Association
Wealthfront Advisers
Morgan Stanley
LPL Financial
Wells Fargo & Company
Renaissance Technologies
Keybank National Association
Bank of America Corporation
New York Life Investment Management
Envestnet Asset Management
Citadel Advisors
Assetmark
Facet Wealth
ValMark Advisers
Towercrest Capital Management

View all funds holding Spdr Ser Tr cmn