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Main Street Financial Services shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Main Street Financial Services (MSWV) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Main Street Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Main Street Financial Services held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Main Street Financial Services by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $194k 14k 13.83
2024-06-30 $176k 14k 12.55

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Main Street Financial Services

Ancora Advisors
Siena Capital Management
Wesbanco Trust And Investments
MAI Wealth Advisors

View all funds holding Main Street Financial Services