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Strategy Shs ns 7handl idx shares owned by Kades & Cheifetz

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

Historical chart of Kades & Cheifetz 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 Kades & Cheifetz 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 Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 222k 20.68
2023-09-30 $3.0M 159k 19.11
2023-06-30 $1.6M 77k 20.33
2023-03-31 $1.4M 70k 20.23
2022-12-31 $1.2M 59k 19.58

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Conv Bd Etf (ICVT)
Strategy Ns 7handl Idx (HNDL)
Ishares Tr Pfd And Incm Sec (PFF)
Wisdomtree Tr Us Smallcap Divd (DES)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Ishares Tr National Mun Etf (MUB)

View all positions for Kades & Cheifetz

Top funds holding Strategy Shs ns 7handl idx

Cambridge Investment Research Advisors
Berger Financial Group
Kades & Cheifetz
Advisor Group Holdings
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
OxenFree Capital

View all funds holding Strategy Shs ns 7handl idx