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American Strategic Investment shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of American Strategic Investment (NYC) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in American Strategic Investment

Tip: Access up to 7 years of quarterly data

All positions including American Strategic Investment held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Strategic Investment by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $989 125 7.91
2023-03-31 $1.1k 125 8.52

More positions owned by WealthPlan Investment Management

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Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding American Strategic Investment

Vanguard Group
Geode Capital Management
Advisor Group Holdings
Tower Research Capital
Bank Of Oklahoma National Association /
Washington Trust Advisors
UBS Group
Global Retirement Partners
Jones Financial Companies, L.L
Ronald Blue Trust
Newbridge Financial Services Group
Sunbelt Securities
CWM
Sound Income Strategies
Wells Fargo & Company

View all funds holding American Strategic Investment