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Credit Suisse Nassau Branch shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Credit Suisse Nassau Branch (USOI) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Credit Suisse Nassau Branch

Tip: Access up to 7 years of quarterly data

All positions including Credit Suisse Nassau Branch held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Credit Suisse Nassau Branch by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9k 29 65.10
2024-06-30 $891 12 74.33
2024-03-31 $926 12 77.17

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding Credit Suisse Nassau Branch

Old Mission Capital
Acorn Wealth Advisors
Atria Wealth Solutions
Two Sigma Securities
Belpointe Asset Management
Hrt Financial
Advisor Group Holdings
Wells Fargo & Company
Tucker Asset Management
Morgan Stanley
WR Wealth Planners
Planning Capital Management Corp
Archer Investment Corp
Signature
National Bank Of Canada /fi/

View all funds holding Credit Suisse Nassau Branch