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Barings Participation Inv shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Barings Participation Inv (MPV) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Barings Participation Inv

Tip: Access up to 7 years of quarterly data

All positions including Barings Participation Inv held by Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Barings Participation Inv by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $712k 42k 16.94
2024-06-30 $679k 41k 16.52
2024-03-31 $649k 40k 16.12
2023-12-31 $615k 39k 15.60

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Schwallier Wealth Management

Top funds holding Barings Participation Inv

Greenwich Investment Management
Morgan Stanley
Rivernorth Capital Management
TSP Capital Management Group
Benjamin Edwards
Babson Capital Management
Benjamin F. Edwards & Company
Advisor Group Holdings
Commonwealth Equity Services
Cetera Investment Advisers
Branch Banking & Trust Company
Envestnet Asset Management
Curbstone Financial Management
Caldwell Sutter Capital
Schwallier Wealth Management

View all funds holding Barings Participation Inv