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Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Private Trust Co Na

Quarter-by-quarter ownership of Rydex S&p Cnsmr Discretionary s&p500 eql dis (RSPD) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in Rydex S&p Cnsmr Discretionary s&p500 eql dis

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All positions including Rydex S&p Cnsmr Discretionary s&p500 eql dis held by Private Trust Co Na consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rydex S&p Cnsmr Discretionary s&p500 eql dis by Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2024-03-31 $393k 7.7k 51.02
2023-12-31 $366k 7.7k 47.55
2023-09-30 $324k 7.7k 42.08
2023-06-30 $354k 2.6k 137.92
2023-03-31 $328k 2.6k 127.86

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View all positions for Private Trust Co Na

Top funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis

Harel Insurance Investments & Financial Services
Bank of America Corporation
Raymond James Financial Services Advisors
Adams Wealth Management
HighTower Advisors
Legend Financial Advisors
Wells Fargo & Company
Janney Capital Management
Raymond James & Associates
SignalPoint Asset Management
Treynor Bancshares
Royal Bank of Canada
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Carnegie Capital Asset Management
Orion Portfolio Solutions

View all funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis