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Intuit shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $103k 165 625.03
2023-09-30 $314k 614 510.94

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Ishares Tr Cre U S Reit Etf (USRT)
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Ishares Tr 1 3 Yr Treas Bd (SHY)
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Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding Intuit

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Goldman Sachs Group
Wellington Management Company
Norges Bank Investment Management
Brown Advisory Holdings Incorporated
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Intuit