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Mortgage Reit Index real shares owned by Financial Advisory Service

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Financial Advisory Service from 13F filings

Historical chart of Financial Advisory Service investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by Financial Advisory Service consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.3k 395 23.57
2023-09-30 $8.8k 395 22.32

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Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

Top funds holding Mortgage Reit Index real

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

View all funds holding Mortgage Reit Index real