Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

2023 Etf Series Trust Ii shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of 2023 Etf Series Trust Ii (QLTY) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in 2023 Etf Series Trust Ii

Tip: Access up to 7 years of quarterly data

All positions including 2023 Etf Series Trust Ii held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in 2023 Etf Series Trust Ii by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $17M 550k 31.02
2024-03-31 $8.2M 278k 29.70