Drive Wealth Management »

Mortgage Reit Index real shares owned by Drive Wealth Management

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Drive Wealth Management from 13F filings

Historical chart of Drive Wealth Management investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by Drive 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 Mortgage Reit Index real by Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 42k 23.73
2024-06-30 $746k 34k 22.16
2024-03-31 $1.6M 69k 23.24

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Ishares Tr Short Treas Bd (SHV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Us Treas Bd Etf (GOVT)
Amazon (AMZN)
Ncino (NCNO)

View all positions for Drive Wealth Management

Top funds holding Mortgage Reit Index real

Morgan Stanley
Wells Fargo & Company
WNY Asset Management
Bank of America Corporation
Envestnet Asset Management
Citadel Advisors
Susquehanna International
Bnp Paribas Arbitrage, Snc
Advisor Group Holdings
VisionPoint Advisory Group
Man Group
LPL Financial
Mid-American Wealth Advisory Group
Paradigm Financial Partners
Barry Investment Advisors

View all funds holding Mortgage Reit Index real