A. Montag and Associates »

Shp Etf Trust shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Shp Etf Trust

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All positions including Shp Etf Trust 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 Shp Etf Trust by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $48k 934 51.23

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
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 Shp Etf Trust

Gradient Investments
LPL Financial
Stifel Financial
Brown Financial Advisors
International Assets Investment Management
Mml Investors Services
Private Advisor
Renaissance Technologies
Crescent Grove Advisors
Cascade Wealth Advisors
Citadel Advisors
Orion Portfolio Solutions
Unique Wealth
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding Shp Etf Trust