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Innov Prem Inc 20 Barr-july shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Innov Prem Inc 20 Barr-july (JULH) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Innov Prem Inc 20 Barr-july

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All positions including Innov Prem Inc 20 Barr-july held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innov Prem Inc 20 Barr-july by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $274k 11k 24.97
2023-12-31 $282k 11k 25.03
2023-09-30 $337k 14k 24.69

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View all positions for Accurate Wealth Management

Top funds holding Innov Prem Inc 20 Barr-july

Atria Wealth Solutions
Bullseye Investment Management
Brookstone Capital Management
RPg Family Wealth Advisory
First Commonwealth Financial Corporation
Pensionmark Financial Group
Commonwealth Equity Services
AE Wealth Management
Schulz Wealth
Secured Retirement Advisors
Principal Securities
Accurate Wealth Management
Outlook Wealth Advisors
Harbor Investment Advisory
Harbour Investments

View all funds holding Innov Prem Inc 20 Barr-july