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Facebook Inc cl a shares owned by OptiFour Integrated Wealth Management

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by OptiFour Integrated Wealth Management from 13F filings

Historical chart of OptiFour Integrated Wealth Management investment in Facebook Inc cl a

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Quarterly reported holdings in Facebook Inc cl a by OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $228k 1.1k 205.04
2019-06-30 $215k 1.1k 193.35
2018-09-30 $221k 1.3k 164.80
2018-06-30 $271k 1.4k 194.27
2018-03-31 $228k 1.4k 159.89
2017-12-31 $293k 1.7k 176.29

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 Facebook Inc cl a

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Susquehanna International
Capital Research and Management Company - Division 3
Capital Research Global Investors
Northern Trust
Jane Street
Citadel Advisors
Goldman Sachs Group

View all funds holding Facebook Inc cl a