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Ishares Tr edge msci minm shares owned by Transcendent Capital Group

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Transcendent Capital Group from 13F filings

Historical chart of Transcendent Capital Group investment in Ishares Tr edge msci minm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge msci minm held by Transcendent Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge msci minm by Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.0k 194 41.46
2024-09-30 $7.9k 194 40.80

More positions owned by Transcendent Capital Group

Allianzim Buffer 15 Uncapped Allocation Etf Allianzim Buf 15 (SPBU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Vanguard Large-cap Etf Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)

View all positions for Transcendent Capital Group

Top funds holding Ishares Tr edge msci minm

Mercer Global Advisors
Wells Fargo & Company
Wealth Management Resources
Raymond James Financial
Commonwealth Equity Services
LPL Financial
Brickley Wealth Management
Royal Bank of Canada
Creative Planning
Sagespring Wealth Partners
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Rehmann Capital Advisory
Beacon Pointe Advisors

View all funds holding Ishares Tr edge msci minm