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Spdr Series spdr bofa crss shares owned by New Insight Wealth Advisors

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by New Insight Wealth Advisors from 13F filings

Historical chart of New Insight Wealth Advisors investment in Spdr Series spdr bofa crss

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All positions including Spdr Series spdr bofa crss held by New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series spdr bofa crss by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $902k 38k 24.05
2024-06-30 $569k 25k 23.23

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Simon Property (SPG)
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Amazon (AMZN)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)

View all positions for New Insight Wealth Advisors

Top funds holding Spdr Series spdr bofa crss

Sei Investments
Adventist Health System Sunbelt Healthcare Corp
Wells Fargo & Company
Ameriprise Financial
Wright Fund Managment
Us Bancorp
State of New Jersey Common Pension Fund D
LPL Financial
Neuberger Berman Group
Kensington Asset Management
Goodman & Company, Investment Counsel
Advisory Alpha
Diversify Advisory Services
Toews Corp
Capital Analysts

View all funds holding Spdr Series spdr bofa crss