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YieldMax MSTR Opt shares owned by Keebeck Wealth Management

Quarter-by-quarter ownership of YieldMax MSTR Opt (MSTY) shares owned by Keebeck Wealth Management from 13F filings

Historical chart of Keebeck Wealth Management investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

All positions including YieldMax MSTR Opt held by Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in YieldMax MSTR Opt by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 186k 13.96
2025-06-30 $1.3M 60k 22.17
2025-03-31 $694k 34k 20.33

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Keebeck Wealth Management

Top funds holding YieldMax MSTR Opt

Toroso Investments
Susquehanna International
IMC-Chicago
Citadel Advisors
Old Mission Capital
Jane Street
Private Advisor
Jump Financial
Pnc Financial Services
Group One Trading
Aspiring Ventures
Federation des caisses Desjardins du Quebec
Keebeck Wealth Management
Simplex Trading
Renaissance Technologies

View all funds holding YieldMax MSTR Opt