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U.S. Bancorp shares owned by Modern Wealth Management

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $438k 11k 41.85

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Modern Wealth Management

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
State Street Corporation
FMR
Charles Schwab Investment Management
Geode Capital Management
Bank of America Corporation
Reed Conner & Birdwell
Viking Global Investors
Royal Bank of Canada
Northern Trust
T. Rowe Price Associates
Morgan Stanley

View all funds holding U.S. Bancorp