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Medtronic shares owned by OptiFour Integrated Wealth Management

Quarter-by-quarter ownership of Medtronic (MDT) shares owned by OptiFour Integrated Wealth Management from 13F filings

Historical chart of OptiFour Integrated Wealth Management investment in Medtronic

Tip: Access up to 7 years of quarterly data

All positions including Medtronic held by OptiFour Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Medtronic by OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.1M 9.5k 113.49
2019-09-30 $1.0M 9.5k 108.63
2019-06-30 $922k 9.5k 97.43

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

Top funds holding Medtronic

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research Global Investors
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Massachusetts Financial Services
Bank of America Corporation
Bank of New York Mellon
Deutsche Bank Aktiengesellschaft
Franklin Resources
Invesco
Sanders Capital

View all funds holding Medtronic