Arete Wealth Advisors »

Ies Hldgs shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ies Hldgs by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 1.7k 197.41

More positions owned by Arete Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Walt Disney Company (DIS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)

View all positions for Arete Wealth Advisors

Top funds holding Ies Hldgs

Jeffrey L. Gendell
Dimensional Fund Advisors
BlackRock
BlackRock
Vanguard Group
Royce & Associates
AltraVue Capital
Geode Capital Management
State Street Corporation
Renaissance Technologies
Arrowstreet Capital, Limited Partnership
Invesco
Franklin Resources
Ophir Asset Management Pty
Morgan Stanley

View all funds holding Ies Hldgs