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Shell Adr Each Rep 2 Ord Wi shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Shell Adr Each Rep 2 Ord Wi

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All positions including Shell Adr Each Rep 2 Ord Wi held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $268k 4.1k 65.80
2023-09-30 $265k 4.1k 64.38
2023-06-30 $202k 3.3k 60.38

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Shell Adr Each Rep 2 Ord Wi

Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Arrowstreet Capital, Limited Partnership
Bank of America Corporation
Orbis Allan Gray
Wellington Management Company
Hotchkis and Wiley Capital Management
Franklin Resources
T. Rowe Price Associates
40 North Industries
Mawer Investment Management
Millennium Management
Goldman Sachs Group
Pzena Investment Management

View all funds holding Shell Adr Each Rep 2 Ord Wi