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MRGN STNLY PTHWY LRG Cap Eqty ETF shares owned by Estate Planners Group

Quarter-by-quarter ownership of MRGN STNLY PTHWY LRG Cap Eqty ETF (MSLC) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in MRGN STNLY PTHWY LRG Cap Eqty ETF

Tip: Access up to 7 years of quarterly data

All positions including MRGN STNLY PTHWY LRG Cap Eqty ETF held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MRGN STNLY PTHWY LRG Cap Eqty ETF by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4k 44 54.93

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding MRGN STNLY PTHWY LRG Cap Eqty ETF

Brian McDonald
Susquehanna International
LPL Financial
Stifel Financial
Raymond James Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group
National Asset Management
HB Wealth Management
Jones Financial Companies, L.L
Ancora Advisors
Aventura Private Wealth
Advisor Group Holdings
Trust Co Of Vermont
Wells Fargo & Company

View all funds holding MRGN STNLY PTHWY LRG Cap Eqty ETF