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Renaissance Fds ipo etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Renaissance Fds ipo etf (IPO) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Renaissance Fds ipo etf

Tip: Access up to 7 years of quarterly data

All positions including Renaissance Fds ipo etf held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Renaissance Fds ipo etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 425 49.56
2025-06-30 $4.5k 100 44.94
2025-03-31 $3.8k 100 37.55
2024-12-31 $4.4k 100 43.58

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Renaissance Fds ipo etf

LPL Financial
Tradition Wealth Management
Goldman Sachs Group
Two Sigma Investments
Cetera Investment Advisers
Susquehanna International
SFI Advisors
Citadel Advisors
Geneos Wealth Management
Jane Street
Tower Research Capital
NTV Asset Management
UBS Group
Advisor Group Holdings
Kestra Private Wealth Services

View all funds holding Renaissance Fds ipo etf