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Ishares Tr usa min vo shares owned by Symphony Financial Services

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Symphony Financial Services from 13F filings

Historical chart of Symphony Financial Services 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 Symphony Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Symphony Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 19k 91.31
2024-06-30 $1.4M 17k 84.18

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Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
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Visa Com Cl A (V)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)

View all positions for Symphony Financial Services

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
Wells Fargo & Company
Millburn Ridgefield
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo