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iShares Dow Jones US Oil & Gas Exp. shares owned by Altus Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Oil & Gas Exp. (IEO) shares owned by Altus Wealth Management from 13F filings

Historical chart of Altus Wealth Management investment in iShares Dow Jones US Oil & Gas Exp.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil & Gas Exp. held by Altus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Oil & Gas Exp. by Altus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5M 104k 91.45
2024-06-30 $10M 103k 99.52

More positions owned by Altus Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Oil Gs Ex Etf (IEO)
Procter & Gamble Company (PG)
Ishares Tr Expanded Tech (IGV)
Ishares Tr Msci Intl Qualty (IQLT)
Texas Pacific Land Corp (TPL)
Apple (AAPL)
Ishares Tr Investment Grade (IGEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr Ser Tr Bloomberg Sht Te (SJNK)

View all positions for Altus Wealth Management

Top funds holding iShares Dow Jones US Oil & Gas Exp.

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Altus Wealth Management
EP Wealth Advisors
Mml Investors Services
Amica Mutual Insurance Company
Envestnet Asset Management
Royal Bank of Canada
Stifel Financial
Commonwealth Equity Services
Mutual Advisors
Raymond James & Associates
Citadel Advisors

View all funds holding iShares Dow Jones US Oil & Gas Exp.