Spire Wealth Management »

Tiptree Finl Inc cl a shares owned by Spire Wealth Management

Quarter-by-quarter ownership of Tiptree Finl Inc cl a (TIPT) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in Tiptree Finl Inc cl a

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tiptree Finl Inc cl a by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $25k 1.2k 20.86
2024-09-30 $24k 1.2k 19.57
2024-06-30 $22k 1.3k 16.49

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Costco Wholesale Corporation (COST)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spire Wealth Management

Top funds holding Tiptree Finl Inc cl a

Dimensional Fund Advisors
BlackRock
Vanguard Group
Breach Inlet Capital Management
Geode Capital Management
Cannell Capital
Royce & Associates
State Street Corporation
Heartland Advisors
TCW Group
Kennedy Capital Management
Invesco
Bridgeway Capital Management
Goldman Sachs Group
Northern Trust

View all funds holding Tiptree Finl Inc cl a