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Ishares High Dividend Equity F shares owned by Symphony Financial

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Symphony Financial from 13F filings

Historical chart of Symphony Financial investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Symphony Financial 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $215k 1.9k 115.25
2024-09-30 $230k 2.0k 117.12

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Wisdomtree Tr Yield Enhancd Us (AGGY)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Symphony Financial

Top funds holding Ishares High Dividend Equity F

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

View all funds holding Ishares High Dividend Equity F