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United Parcel Service shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $46k 339 136.32
2024-06-30 $52k 383 136.79
2024-03-31 $60k 401 148.57

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Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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Schwab Strategic Tr Fundamental Intl (FNDC)
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View all positions for Valued Wealth Advisors

Top funds holding United Parcel Service

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Geode Capital Management
International Assets Investment Management
Bank of America Corporation
Goldman Sachs Group
Franklin Resources
Amundi
Citadel Advisors
Morgan Stanley
Northern Trust

View all funds holding United Parcel Service