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Ishares High Dividend Equity F shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $687k 5.8k 117.63

More positions owned by Curated Wealth Partners

Apollo Global Mgmt (APO)
Ares Management Corporation Cl A Com Stk (ARES)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Advisors Inner Circle Fd Iii Rayliant Quantmn (RAYE)
Terex Corporation (TEX)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Snap Cl A (SNAP)
Amazon (AMZN)
Berry Plastics (BERY)
NVIDIA Corporation (NVDA)
Texas Pacific Land Corp (TPL)

View all positions for Curated Wealth Partners

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
Morgan Stanley
Meiji Yasuda Life Insurance Company
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors

View all funds holding Ishares High Dividend Equity F