MAI Wealth Advisors »

Tree shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree held by MAI Wealth Advisors 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 Tree by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.6k 155 42.88
2025-12-31 $107 2 53.50

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Call Call Option (Principal) (GOOGL)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI Wealth Advisors

Top funds holding Tree

BlackRock
Jennison Associates
Vanguard Group
Ameriprise Financial
Vanguard Capital Management
Punch & Associates Investment Management
Divisadero Street Capital Management
Millennium Management
Emerald Advisers
Jacobs Levy Equity Management
Geode Capital Management
Dimensional Fund Advisors
Renaissance Technologies
Mariner Wealth Advisors
Philadelphia Financial Management of San Francisco

View all funds holding Tree