Noble Wealth Management PBC »

Ishares Tr usa min vo shares owned by Noble Wealth Management PBC

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Noble Wealth Management PBC from 13F filings

Historical chart of Noble Wealth Management PBC investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Noble Wealth Management PBC 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 Ishares Tr usa min vo by Noble Wealth Management PBC

Quarter filed Position value Share count Share price at filing
2025-03-31 $301k 3.2k 93.66
2024-12-31 $291k 3.3k 88.79

More positions owned by Noble Wealth Management PBC

Apple Stock (AAPL)
Fidelity Investment Grade Bond Etf Etf (FIGB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Spdr Gold Shares Etf (GLD)
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW)
Flaherty & Crumrine Total Retu Cef (FLC)
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS)
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)
Pimco Income Strategy Fd Ii Cef (PFN)
Invesco Qqq Trust Series I Etf (QQQ)
Ft Vest U.s. Small Cap Moderate Buffer Etf - November Etf (SNOV)

View all positions for Noble Wealth Management PBC

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Morgan Stanley
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Envestnet Asset Management
Catalyst Capital Advisors
Millburn Ridgefield
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial

View all funds holding Ishares Tr usa min vo