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Goldman Sachs shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $139k 360 385.77
2022-12-31 $47k 136 343.38

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

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
International Assets Investment Management
Bank of America Corporation
Alliancebernstein
Norges Bank Investment Management
Legal & General Group
Royal Bank of Canada
Eagle Capital Management
Greenhaven Associates

View all funds holding Goldman Sachs