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United Parcel Service shares owned by Transparent Wealth Partners

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Transparent Wealth Partners from 13F filings

Historical chart of Transparent Wealth Partners investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Transparent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Transparent Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $309k 1.6k 193.99
2022-12-31 $275k 1.6k 173.85
2022-09-30 $253k 1.6k 161.35
2022-06-30 $284k 1.6k 182.52
2021-12-31 $328k 1.5k 214.10

More positions owned by Transparent Wealth Partners

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Transparent Wealth Partners

Top funds holding United Parcel Service

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Wellington Management Company
Geode Capital Management
Bank of America Corporation
Goldman Sachs Group
FMR
Franklin Resources
Amundi
Citadel Advisors
UBS Group
Northern Trust

View all funds holding United Parcel Service