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Shell Adr Each Rep 2 Ord Wi shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 3.9k 65.95
2024-06-30 $209k 2.9k 72.17
2023-09-30 $204k 3.2k 64.37

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Plan Group Financial

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