Comprehensive Portfolio Management »

Strategy Shs ns 7handl idx shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio 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 Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Strategy Shs ns 7handl idx by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 9.0k 22.25
2022-09-30 $192k 10k 19.20
2022-06-30 $206k 10k 20.60
2022-03-31 $241k 10k 24.10

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding Strategy Shs ns 7handl idx

LPL Financial
Kades & Cheifetz
Cambridge Investment Research Advisors
Berger Financial Group
Cetera Investment Advisers
International Assets Investment Management
Private Advisor
Advisor Group Holdings
Retireful
Newbridge Financial Services Group
RFG Advisory
Mml Investors Services
Commonwealth Equity Services
Spire Wealth Management
Asset Allocation Strategies

View all funds holding Strategy Shs ns 7handl idx