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Haleon Plc Spon Ads shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Haleon Plc Spon Ads (HLN) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Haleon Plc Spon Ads

Tip: Access up to 7 years of quarterly data

All positions including Haleon Plc Spon Ads held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Haleon Plc Spon Ads by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $236k 25k 9.54
2024-09-30 $218k 21k 10.58
2024-06-30 $167k 20k 8.26
2024-03-31 $152k 18k 8.49

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J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Aurum Wealth Management Group

Top funds holding Haleon Plc Spon Ads

Dodge & Cox
FMR
ClearBridge Advisors
Harding Loevner
Fisher Investments
Wellington Management Company
Reed Conner & Birdwell
OZ Management
Douglas Lane & Associates
Envestnet Asset Management
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
Nuveen Asset Management
Northern Trust

View all funds holding Haleon Plc Spon Ads