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Strategy Shs ns 7handl idx shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.7k 346 22.25
2023-09-30 $3.7M 196k 19.11

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth 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