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At&t shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of At&t (T) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in At&t

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All positions including At&t held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $345k 16k 22.00
2024-06-30 $320k 17k 19.11
2024-03-31 $312k 18k 17.60
2023-12-31 $309k 18k 16.78
2023-09-30 $284k 19k 15.02
2023-06-30 $294k 18k 15.95

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Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding At&t

Vanguard Group
BlackRock
State Street Corporation
Newport Trust
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
GQG Partners
Northern Trust
FMR
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Capital World Investors
Charles Schwab Investment Management

View all funds holding At&t