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Proof Acquisition Corp I-a shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Proof Acquisition Corp I-a (SOAR) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Proof Acquisition Corp I-a

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All positions including Proof Acquisition Corp I-a held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proof Acquisition Corp I-a by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0k 5.0k 0.39
2024-06-30 $2.9k 5.0k 0.58

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Home Depot (HD)
Eli Lilly & Co. (LLY)
Fiserv (FI)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for A. Montag and Associates

Top funds holding Proof Acquisition Corp I-a

Vanguard Group
Magnetar Financial
Neuberger Berman Group
Geode Capital Management
Ieq Capital
Mercer Global Advisors
BlackRock
Callan Family Office
Commonwealth Equity Services
Jane Street
Northern Trust
Raymond James & Associates
Envestnet Asset Management
Wells Fargo & Company
Tower Research Capital

View all funds holding Proof Acquisition Corp I-a