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Mortgage Reit Index real shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7k 200 23.59
2023-09-30 $4.5k 200 22.34
2023-06-30 $4.7k 200 23.60
2023-03-31 $4.4k 200 21.84

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Vanguard Ftse Developed Markets Etf Etf (VEA)
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Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
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Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Mortgage Reit Index real

Bank of America Corporation
Wells Fargo & Company
VisionPoint Advisory Group
Citadel Advisors
AE Wealth Management
Bnp Paribas Arbitrage, Snc
Mid-American Wealth Advisory Group
Advisor Group Holdings
UBS Group
Barry Investment Advisors
Goldman Sachs Group
Mount Lucas Management Corporation
Royal Bank of Canada
Rsm Us Wealth Management
Continuum Advisory

View all funds holding Mortgage Reit Index real