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Strategas Macro Thematic Opportunities Etf shares owned by CVA Family Office

Quarter-by-quarter ownership of Strategas Macro Thematic Opportunities Etf (SAMT) shares owned by CVA Family Office from 13F filings

Historical chart of CVA Family Office investment in Strategas Macro Thematic Opportunities Etf

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All positions including Strategas Macro Thematic Opportunities Etf held by CVA Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategas Macro Thematic Opportunities Etf by CVA Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6k 200 27.75
2024-06-30 $5.2k 200 26.17

More positions owned by CVA Family Office

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for CVA Family Office

Top funds holding Strategas Macro Thematic Opportunities Etf

Beaumont Financial Advisors
Envestnet Asset Management
Triangle Securities Wealth Management
Aptus Capital Advisors
Archford Capital Strategies
Armor Investment Advisors
Fortem Financial Group
Greenwich Wealth Management
Cambridge Advisors
Captrust Financial Advisors
Stifel Financial
Jaffetilchin Investment Partners
Fiduciary Trust Company
Mutual Advisors
Toroso Investments

View all funds holding Strategas Macro Thematic Opportunities Etf