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Tidal Tr Ii shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Tidal Tr Ii (TFPN) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Tidal Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Tr Ii held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Tr Ii by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 153k 24.37
2023-09-30 $1.1M 45k 25.09

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding Tidal Tr Ii

Sound Financial Strategies Group
Stapp Wealth Management, P
Spartan Planning & Wealth Management
ORG Partners
Jane Street
Moors & Cabot
Commonwealth Equity Services
Envestnet Portfolio Solutions
Atria Wealth Solutions
Mutual Advisors
Mercer Global Advisors
IFP Advisors
UBS Group

View all funds holding Tidal Tr Ii