Centurion Wealth Management »

iShares S&P 500 Index shares owned by Centurion Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Centurion Wealth Management from 13F filings

Historical chart of Centurion Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Centurion Wealth Management 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 iShares S&P 500 Index by Centurion Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 42k 477.63
2023-09-30 $16M 38k 429.43
2023-06-30 $15M 33k 445.71
2023-03-31 $14M 33k 411.08
2022-12-31 $12M 32k 384.21

More positions owned by Centurion Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
First Tr Value Line Divid In SHS (FVD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Total Usd (IUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Centurion Wealth Management

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index