EverSource Wealth Advisors »

MicroStrategy Incorporated shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in MicroStrategy Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MicroStrategy Incorporated held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MicroStrategy Incorporated by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 26k 168.60
2024-06-30 $1.4M 884 1614.44
2024-03-31 $86k 81 1065.02
2023-12-31 $49k 77 633.68
2023-09-30 $0 0 0.00
2023-06-30 $0 0 0.00

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding MicroStrategy Incorporated

Citadel Advisors
Jane Street
Susquehanna International
Capital Research and Management Company - Division 3
BlackRock
Wolverine Trading
Graham Capital Management
Geode Capital Management
LMR Partners
Belvedere Trading
Vanguard Group
Shaolin Capital Management
Clear Street Derivatives
Bank of America Corporation
Wolverine Asset Management

View all funds holding MicroStrategy Incorporated