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Nio Inc spon ads shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of Nio Inc spon ads (NIO) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel Wealth Management investment in Nio Inc spon ads

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All positions including Nio Inc spon ads held by MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nio Inc spon ads by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $16k 4.6k 3.43
2025-03-31 $17k 4.6k 3.81

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Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding Nio Inc spon ads

UBS Group
Susquehanna International
Jane Street
Aspex Management
Citadel Advisors
Lombard Odier Asset Management
LMR Partners
Wolverine Asset Management
WT Asset Management
Bnp Paribas Arbitrage, Snc
D. E. Shaw & Co
Goldman Sachs Group
Ghisallo Capital Management
Voloridge Investment Management
Rwc Asset Advisors

View all funds holding Nio Inc spon ads