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Shp Etf Trust shares owned by Glassman Wealth Services

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Glassman Wealth Services from 13F filings

Historical chart of Glassman Wealth Services investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Glassman Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $15k 300 50.15
2024-03-31 $8.1k 160 50.36

More positions owned by Glassman Wealth Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Snap-on Incorporated (SNA)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Glassman Wealth Services

Top funds holding Shp Etf Trust

LPL Financial
Lee Johnson Capital Management
Stifel Financial
Gradient Investments
Renaissance Technologies
International Assets Investment Management
Cascade Wealth Advisors
Mml Investors Services
Unique Wealth
Camarda Wealth Advisory
Private Advisor
Susquehanna International
Aptus Capital Advisors
Envestnet Asset Management
Smith, Moore & Co.

View all funds holding Shp Etf Trust