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Proshares Dj dj brkfld glb shares owned by High Note Wealth

Quarter-by-quarter ownership of Proshares Dj dj brkfld glb (TOLZ) shares owned by High Note Wealth from 13F filings

Historical chart of High Note Wealth investment in Proshares Dj dj brkfld glb

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All positions including Proshares Dj dj brkfld glb held by High Note Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Dj dj brkfld glb by High Note Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9k 91 54.12
2025-06-30 $4.9k 91 53.86
2025-03-31 $4.8k 91 52.66

More positions owned by High Note Wealth

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Technology Select Sector Spdr Fund Etf (XLK)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Apple Stock (AAPL)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Palantir Technologies Inc Cl A Stock (PLTR)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note Wealth

Top funds holding Proshares Dj dj brkfld glb

Aprio Wealth Management
Morgan Stanley
Gradient Investments
Aaron Wealth Advisors
Wells Fargo & Company
Alliancebernstein
Wealth Architects
LPL Financial
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Mercer Global Advisors
Advisor Group Holdings
Apexium Financial
Pitcairn Company
J.w. Cole Advisors

View all funds holding Proshares Dj dj brkfld glb