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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
2024-03-31 $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 Exchange-traded Cap Strength Etf
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange Traded Hlth Care Alph (FXH)
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Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
Amazon (AMZN)

View all positions for Holistic Financial Partners

Top funds holding Haleon Plc Spon Ads

Dodge & Cox
FMR
ClearBridge Advisors
Fisher Investments
Wellington Management Company
Citadel Advisors
Alliancebernstein
Bank of America Corporation
Reed Conner & Birdwell
Douglas Lane & Associates
Envestnet Asset Management
Morgan Stanley
OZ Management
Goldman Sachs Group
Martin Investment Management

View all funds holding Haleon Plc Spon Ads