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Square Inc cl a shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of Square Inc cl a (SQ) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in Square Inc cl a

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All positions including Square Inc cl a held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3k 109 67.13
2024-06-30 $8.8k 136 64.49
2024-03-31 $12k 136 84.58
2023-12-31 $11k 136 77.35
2023-09-30 $6.0k 136 44.26
2023-06-30 $9.1k 136 66.57

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Core Msci Emkt (IEMG)

View all positions for CarsonAllaria Wealth Management

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
Jpmorgan Chase & Co
State Street Corporation
Sands Capital Management
Baillie Gifford & Co
Geode Capital Management
Sumitomo Mitsui Trust Holdings
Susquehanna International
Lone Pine Capital
ARK Investment Management
Nikko Asset Management Americas
Citadel Advisors

View all funds holding Square Inc cl a