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Shell Adr Each Rep 2 Ord Wi shares owned by Holistic Financial Partners

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

Historical chart of Holistic Financial 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 Holistic Financial 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 Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $265k 2.8k 93.00

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
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NVIDIA Corporation (NVDA)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
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JPMorgan Chase & Co. (JPM)
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Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Holistic Financial Partners

Top funds holding Shell Adr Each Rep 2 Ord Wi

FMR
Fisher Investments
Dimensional Fund Advisors
Morgan Stanley
Bank of America Corporation
Franklin Resources
Mawer Investment Management
Wellington Management Company
Hotchkis and Wiley Capital Management
Citadel Advisors
Goldman Sachs Group
BlackRock
Eagle Capital Management
Wgi Dm
Orbis Allan Gray

View all funds holding Shell Adr Each Rep 2 Ord Wi