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iShares S&P 100 Index shares owned by Transcend Wealth Collective

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Transcend Wealth Collective from 13F filings

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-03-31 $468k 1.9k 247.41
2023-12-31 $942k 4.2k 223.39
2022-06-30 $1.1M 6.5k 172.46

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Blue Owl Capital Corporation Cef (OBDC)
Microsoft Corp Stock (MSFT)
Merck & Co Stock (MRK)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Amazon Stock (AMZN)
Fs Kkr Cap Corp Cef (FSK)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Johnson & Johnson Stock (JNJ)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Chase & Co Stock (JPM)
Nvidia Corporation Stock (NVDA)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Blackstone Secd Lending Cef (BXSL)

View all positions for Transcend Wealth Collective

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
UBS Group
Wells Fargo & Company
Evoke Wealth
Pnc Financial Services
Advisor Group Holdings
Relative Value Partners
Old National Trust Company
Raymond James Financial Services Advisors
Two Sigma Investments

View all funds holding iShares S&P 100 Index