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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
Jpmorgan Chase & Co
T. Rowe Price Associates
Citadel Advisors
Norges Bank Investment Management
Bank of America Corporation
Goldman Sachs Group
Wellington Management Company
Legal & General Group
Bank of New York Mellon
Millennium Management
Sanders Capital
Jennison Associates
Charles Schwab Investment Management
Nomura Holdings

View all funds holding Facebook Inc cl a