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Spdr Index Shs Fds low carbon etf shares owned by Monument Group Wealth Advisors

Quarter-by-quarter ownership of Spdr Index Shs Fds low carbon etf (NZAC) shares owned by Monument Group Wealth Advisors from 13F filings

Historical chart of Monument Group Wealth Advisors investment in Spdr Index Shs Fds low carbon etf

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All positions including Spdr Index Shs Fds low carbon etf held by Monument Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Index Shs Fds low carbon etf by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $218k 5.8k 37.29
2024-06-30 $201k 5.8k 34.48

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Vanguard Short-term Bond Etf Etf (BSV)
Coca Cola Stock (KO)
Microsoft Stock (MSFT)

View all positions for Monument Group Wealth Advisors

Top funds holding Spdr Index Shs Fds low carbon etf

International Assets Investment Management
State Street Corporation
Pnc Financial Services
Citadel Advisors
Bank of America Corporation
Invera Wealth Advisors
Morgan Stanley
Envestnet Asset Management
Branch Banking & Trust Company
Smartleaf Asset Management
LPL Financial
Royal Bank of Canada
Fingerlakes Wealth Management
Ulland Investment Advisors
Goldman Sachs Group

View all funds holding Spdr Index Shs Fds low carbon etf