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Strategy Shs ns 7handl idx shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 852 22.28
2025-06-30 $19k 852 21.66
2025-03-31 $18k 852 21.09

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

Top funds holding Strategy Shs ns 7handl idx

LPL Financial
Cambridge Investment Research Advisors
Advisor Group Holdings
Summit Financial
Cetera Investment Advisers
Private Advisor
Berger Financial Group
Newbridge Financial Services Group
Creative Planning
Mml Investors Services
Larson Financial Group
RFG Advisory
Commonwealth Equity Services
OxenFree Capital
J.w. Cole Advisors

View all funds holding Strategy Shs ns 7handl idx