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Haleon Plc Spon Ads shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Haleon Plc Spon Ads (HLN) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Haleon Plc Spon Ads

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All positions including Haleon Plc Spon Ads held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Haleon Plc Spon Ads by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $113k 11k 10.58
2024-06-30 $87k 11k 8.26
2024-03-31 $101k 12k 8.49

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchange Traded Hlth Care Alph (FXH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)

View all positions for Holistic Financial Partners

Top funds holding Haleon Plc Spon Ads

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

View all funds holding Haleon Plc Spon Ads