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Ies Hldgs shares owned by Souders Financial Advisors

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

Historical chart of Souders Financial Advisors investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ies Hldgs by Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 1.2k 199.62

More positions owned by Souders Financial Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Procter & Gamble Company (PG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Internl Divid (SCHY)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Souders Financial Advisors

Top funds holding Ies Hldgs

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

View all funds holding Ies Hldgs