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

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

Historical chart of BKM Wealth Management 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 BKM Wealth Management 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $621k 9.4k 65.95
2024-06-30 $601k 8.3k 72.18
2024-03-31 $566k 8.4k 67.04
2023-12-31 $356k 5.4k 65.80

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
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Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Shell Adr Each Rep 2 Ord Wi

Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Morgan Stanley
Bank of America Corporation
BlackRock
BlackRock
T. Rowe Price Associates
Hotchkis and Wiley Capital Management
40 North Industries
Franklin Resources
Point72 Asset Management
D. E. Shaw & Co
Mawer Investment Management
Goldman Sachs Group

View all funds holding Shell Adr Each Rep 2 Ord Wi