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Lehman Brothers First Trust IOF shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Lehman Brothers First Trust IOF

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All positions including Lehman Brothers First Trust IOF held by J.w. Cole 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $770k 89k 8.67
2024-06-30 $224k 29k 7.82

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)

View all positions for J.w. Cole Advisors

Top funds holding Lehman Brothers First Trust IOF

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

View all funds holding Lehman Brothers First Trust IOF