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Shell Adr Each Rep 2 Ord Wi shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in Shell Adr Each Rep 2 Ord Wi

Tip: Access up to 7 years of quarterly data

All positions including Shell Adr Each Rep 2 Ord Wi held by Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $605k 9.2k 65.95
2024-06-30 $662k 9.2k 72.18
2024-03-31 $615k 9.2k 67.04

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
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Global X Fds Us Pfd Etf (PFFD)
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

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