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Etf Ser Solutions aam s&p 500 shares owned by Strait & Sound Wealth Management

Quarter-by-quarter ownership of Etf Ser Solutions aam s&p 500 (SPDV) shares owned by Strait & Sound Wealth Management from 13F filings

Historical chart of Strait & Sound Wealth Management investment in Etf Ser Solutions aam s&p 500

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All positions including Etf Ser Solutions aam s&p 500 held by Strait & Sound Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions aam s&p 500 by Strait & Sound Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $779k 27k 28.87
2023-09-30 $758k 28k 27.29
2023-06-30 $794k 28k 28.46
2023-03-31 $908k 32k 28.21
2022-12-31 $895k 30k 30.33

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Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
RBB Us Treas 3 Mnth (TBIL)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Home Depot (HD)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Strait & Sound Wealth Management

Top funds holding Etf Ser Solutions aam s&p 500

Financial Advocates Investment Management
Pine Valley Investments Ltd Liability
Captrust Financial Advisors
Advisor Group Holdings
Stifel Financial
Ameritas Advisory Services
Raymond James & Associates
Aviance Capital Partners
Strait & Sound Wealth Management
Summit Investment Advisors
Citadel Advisors
Key Client Fiduciary Advisors
Harbour Investments
Cambridge Investment Research Advisors
Wetherby Asset Management

View all funds holding Etf Ser Solutions aam s&p 500