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Lehman Brothers First Trust IOF shares owned by Genesis Wealth Advisors

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by Genesis Wealth Advisors from 13F filings

Historical chart of Genesis Wealth Advisors investment in Lehman Brothers First Trust IOF

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All positions including Lehman Brothers First Trust IOF held by Genesis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lehman Brothers First Trust IOF by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-06-30 $174k 15k 11.78
2015-03-31 $143k 12k 12.40

More positions owned by Genesis Wealth Advisors

iShares S&P 500 Index (IVV)
Claymore Exchange Trd Fd Tr gug bull2018 e
iShares MSCI EAFE Index Fund (EFA)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
iShares Lehman Aggregate Bond (AGG)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI ACWI Index Fund (ACWI)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
Vanguard Emerging Markets ETF (VWO)
Spdr S&p 500 Etf (SPY)
Claymore Exchange Trd Fd Tr gug bull2019 e
Cambria Etf Tr shshld yield etf (SYLD)
PowerShares Intl. Dividend Achiev.
WisdomTree Emerging Markets Eq (DEM)
Vanguard Total World Stock Idx (VT)

View all positions for Genesis Wealth Advisors

Top funds holding Lehman Brothers First Trust IOF

Guggenheim Capital, LLC Managers
LPL Financial
GraniteShares Advisors
Wells Fargo & Company
Invesco
Uncommon Cents Investing
J.w. Cole Advisors
Melfa Wealth Management
HighTower Advisors
Harbour Investments
Goss Wealth Management
SeaCrest Wealth Management
Equitable Holdings
Commonwealth Equity Services
Raymond James Financial Services Advisors

View all funds holding Lehman Brothers First Trust IOF