Alps Etf Tr med breakthgh shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Alps Etf Tr med breakthgh (SBIO) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Alps Etf Tr med breakthgh
Tip: Access up to 7 years of quarterly data
All positions including Alps Etf Tr med breakthgh held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Alps Etf Tr med breakthgh by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $868k | 26k | 33.58 |
| 2024-03-31 | $932k | 26k | 35.75 |
| 2023-12-31 | $359k | 11k | 32.80 |
| 2023-09-30 | $267k | 9.8k | 27.22 |
| 2023-06-30 | $302k | 9.6k | 31.55 |
| 2023-03-31 | $273k | 10k | 27.18 |