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Tree shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Tree (TREE) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Tree

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All positions including Tree held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $82k 1.4k 58.03
2024-06-30 $15k 362 41.59

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Total Usd (IUSB)

View all positions for Goss Wealth Management

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Shenkman Capital Management
Emerald Advisers
Jacobs Levy Equity Management
Renaissance Technologies
Blue Grotto Capital
Emerald Mutual Fund Advisers, Trust
Geode Capital Management
Hennessy Advisors
State Street Corporation
G2 Investment Partners Management
Susquehanna International
Dimensional Fund Advisors

View all funds holding Tree