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

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

Historical chart of Strategic 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 Strategic 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 24k 65.95
2024-06-30 $1.9M 26k 72.18

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Manager Directed Portfolios Swp Growth & Inc
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Spdr Ser Tr Portfolio Short (SPSB)
Microsoft Corporation (MSFT)
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Apple (AAPL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for Strategic Wealth Partners

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