Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Atlantic Edge Private Wealth Management »

iShares S&P NA Tech. Sec. Idx shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of iShares S&P NA Tech. Sec. Idx (IGM) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in iShares S&P NA Tech. Sec. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tech. Sec. Idx held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares S&P NA Tech. Sec. Idx by Atlantic Edge Private Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$11k	110	95.95
2024-06-30	$20k	210	94.31
2024-03-31	$18k	210	86.18
2023-12-31	$16k	35	448.20

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)

Ishares Tr Core S&p Mcp Etf (IJH)

Ishares Msci Emrg Chn (EMXC)

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

Victory Portfolios Ii Core Intermediat (UITB)

Vaneck Etf Trust Fallen Angel Hg (ANGL)

Apple (AAPL)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Ishares Tr Core S&p500 Etf (IVV)

NVIDIA Corporation (NVDA)

Kla Corp Com New (KLAC)

Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding iShares S&P NA Tech. Sec. Idx

Bank of America Corporation

Equitable Holdings

Morgan Stanley

Signature Estate and Investment Advisors

Wells Fargo & Company

Envestnet Asset Management

Raymond James Financial Services Advisors

Portfolio Strategies

Commonwealth Equity Services

View all funds holding iShares S&P NA Tech. Sec. Idx

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z