iShares S&P 100 Index shares owned by Palumbo Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Palumbo Wealth Management
from 13F filings
Historical chart of Palumbo Wealth Management investment in iShares S&P 100 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 100 Index held by Palumbo Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 100 Index by Palumbo Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.8M | 6.6k | 276.76 |
2024-06-30 | $2.1M | 7.9k | 264.30 |
2024-03-31 | $3.0M | 12k | 247.41 |