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Shell Adr Each Rep 2 Ord Wi shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $987k 15k 67.04
2023-12-31 $968k 15k 65.80
2023-09-30 $947k 15k 64.38
2023-06-30 $887k 15k 60.38
2023-03-31 $863k 15k 57.54
2022-12-31 $854k 15k 56.95

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Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

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