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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
2024-03-31 $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

More positions owned by Kellett Schaffner Wealth Advisors

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Technology (XLK)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Us Consum Discre (IYC)
Vanguard World Industrial Etf (VIS)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding At&t

Vanguard Group
Newport Trust
Bank of New York Mellon
Norges Bank Investment Management
Citadel Advisors
Legal & General Group
Bank of America Corporation
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Charles Schwab Investment Management
Dimensional Fund Advisors
Royal Bank of Canada
CalPERS
Ubs Global Asset Management Americas
LSV Asset Management

View all funds holding At&t