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Hldgs shares owned by Avondale Wealth Management

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Avondale Wealth Management from 13F filings

Historical chart of Avondale Wealth Management investment in Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hldgs by Avondale Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 20k 57.06
2024-06-30 $815k 17k 48.66
2024-03-31 $682k 14k 47.88
2023-12-31 $588k 14k 41.26

More positions owned by Avondale Wealth Management

Ishares S&p 500 Index Etf (IVV)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Invesco Qqq Trust Series I Etf (QQQ)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Us High Profitability Etf Etf (DUHP)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Energy Select Sector Spdr Etf (XLE)
Draftkings Inc New Com Cl A Stock (DKNG)
Nvidia Corporation Stock (NVDA)
Advanced Micro Devices Stock (AMD)

View all positions for Avondale Wealth Management

Top funds holding Hldgs

Vanguard Group
PRIMECAP Management Company
Capital Research and Management Company - Division 3
BlackRock
BlackRock
Citadel Advisors
Susquehanna International
State Street Corporation
Sanders Capital
Geode Capital Management
Capital World Investors
Morgan Stanley
Invesco
Slate Path Capital
Dimensional Fund Advisors

View all funds holding Hldgs