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Strategy Shs ns 7handl idx shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of Strategy Shs ns 7handl idx (HNDL) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in Strategy Shs ns 7handl idx

Tip: Access up to 7 years of quarterly data

All positions including Strategy Shs ns 7handl idx held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy Shs ns 7handl idx by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $286k 14k 20.33
2023-03-31 $285k 14k 20.23
2022-12-31 $276k 14k 19.58
2022-09-30 $270k 14k 19.19
2022-06-30 $290k 14k 20.61

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management

Top funds holding Strategy Shs ns 7handl idx

Cambridge Investment Research Advisors
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Advisor Group Holdings
Hanson McClain Advisors
Harbour Investments
Spire Wealth Management
RFG Advisory
Private Advisor
Commonwealth Equity Services
Atria Wealth Solutions
Apollon Wealth Management
Creative Planning
Accel Wealth Management
Jane Street

View all funds holding Strategy Shs ns 7handl idx