Walser Wealth Management Company, A Ltd Liability »

iShares S&P 500 Index shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability 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 Walser Wealth Management Company, A Ltd Liability consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2025-12-31 $592k 865 684.65

More positions owned by Walser Wealth Management Company, A Ltd Liability

Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
NVIDIA Corporation (NVDA)
Goldman Sachs Physical Gold Unit (AAAU)
Microsoft Corporation (MSFT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Tesla Motors (TSLA)
Vaneck Etf Trust Uranium And Nucl (NLR)
Apple (AAPL)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Global X Fds Global X Uranium (URA)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Walser Wealth Management Company, A Ltd Liability

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