Modern Wealth Management »

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

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $401k 6.1k 65.95

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern 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
40 North Industries
Franklin Resources
Mawer Investment Management
Goldman Sachs Group
D. E. Shaw & Co
Millennium Management
Royal Bank of Canada

View all funds holding Shell Adr Each Rep 2 Ord Wi