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Shp Etf Trust shares owned by PDS Planning

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 20k 51.23

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Abbvie (ABBV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for PDS Planning

Top funds holding Shp Etf Trust

International Assets Investment Management
Gradient Investments
LPL Financial
Stifel Financial
Mml Investors Services
Private Advisor
Renaissance Technologies
Cascade Wealth Advisors
Citadel Advisors
Orion Portfolio Solutions
Unique Wealth
Envestnet Asset Management
Commonwealth Equity Services
Smith, Moore & Co.
Guardian Financial Partners

View all funds holding Shp Etf Trust