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Ishares Tr shares owned by Latitude Advisors

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Latitude Advisors from 13F filings

Historical chart of Latitude Advisors investment in Ishares Tr

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All positions including Ishares Tr held by Latitude Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Latitude Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 43k 27.00
2024-06-30 $1.3M 51k 25.68
2024-03-31 $1.4M 52k 26.70
2023-12-31 $1.1M 38k 27.47

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tyler Technologies (TYL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Latitude Advisors

Top funds holding Ishares Tr

Traphagen Investment Advisors
Franklin Resources
LPL Financial
Bank of America Corporation
Mml Investors Services
Envestnet Asset Management
Sanctuary Advisors
Fortress Wealth Group
Emerald Investment Partners
Tortoise Investment Management
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Cetera Investment Advisers
AlphaStar Capital Management

View all funds holding Ishares Tr