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Robinhood Mkts shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Robinhood Mkts (HOOD) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Robinhood Mkts

Tip: Access up to 7 years of quarterly data

All positions including Robinhood Mkts held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Robinhood Mkts by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 63k 23.42
2024-06-30 $582k 26k 22.71

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Nike CL B (NKE)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding Robinhood Mkts

Vanguard Group
BlackRock
Ribbit Management Company
Index Venture Associates VI
Galileo
Newlands Management Operations
Nikko Asset Management Americas
Thrive Capital Management
Jpmorgan Chase & Co
Susquehanna International
AH Capital Management
ARK Investment Management
Sumitomo Mitsui Trust Holdings
Sc Us
FMR

View all funds holding Robinhood Mkts