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Credit Suisse Ag Nassau Brh shares owned by Oakmont Advisory Group

Quarter-by-quarter ownership of Credit Suisse Ag Nassau Brh (GLDI) shares owned by Oakmont Advisory Group from 13F filings

Historical chart of Oakmont Advisory Group investment in Credit Suisse Ag Nassau Brh

Tip: Access up to 7 years of quarterly data

All positions including Credit Suisse Ag Nassau Brh held by Oakmont Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Credit Suisse Ag Nassau Brh by Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $829k 5.0k 166.02
2025-12-31 $798k 4.6k 173.74

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Oakmont Advisory Group

Top funds holding Credit Suisse Ag Nassau Brh

Oasis Advisors
Royal Bank of Canada
LPL Financial
MADDEN SECURITIES Corp
Jane Street
Advisor Group Holdings
Change Path
Citadel Advisors
Claris Financial
Winnow Wealth
Freestone Capital Holdings
Private Advisor
Jaffetilchin Investment Partners
Split Rock Private Trading & Wealth Management
Oakmont Advisory Group

View all funds holding Credit Suisse Ag Nassau Brh