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Goldman Sachs shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 9.7k 417.69
2023-09-30 $2.5M 7.6k 323.57

More positions owned by Prevail Innovative Wealth Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Russell 2000 (RYLD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
American Centy Etf Tr Avantis Us Small (AVSC)
Energy Transfer Com Ut Ltd Ptn (ET)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Goldman Sachs (GS)
MPLX Com Unit Rep Ltd (MPLX)
Civitas Resources Com New (CIVI)
Adams Express Company (ADX)
Newmont Mining Corporation (NEM)
Alliance Resource Partners L Ut Ltd Part (ARLP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Goldman Sachs

Vanguard Group
Fisher Investments
Dodge & Cox
Citadel Advisors
Massachusetts Financial Services
T. Rowe Price Associates
Bank of New York Mellon
Susquehanna International
International Assets Investment Management
Bank of America Corporation
Alliancebernstein
Norges Bank Investment Management
Legal & General Group
Royal Bank of Canada
Eagle Capital Management

View all funds holding Goldman Sachs