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Sila Realty Trust shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Sila Realty Trust (SILA) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Sila Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Sila Realty Trust held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sila Realty Trust by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $291k 12k 25.29

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding Sila Realty Trust

BlackRock
Conversant Capital
Citadel Advisors
Advisor Group Holdings
Frontier Capital Management
Balyasny Asset Management
Geode Capital Management
Cambridge Investment Research Advisors
LPL Financial
Cetera Investment Advisers
Chilton Capital Management
Charles Schwab Investment Management
Park West Asset Management
Susquehanna International
ExodusPoint Capital Management

View all funds holding Sila Realty Trust