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Visa shares owned by Allen Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by Allen Wealth Management from 13F filings

Historical chart of Allen Wealth Management investment in Visa

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All positions including Visa held by Allen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Allen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $955k 3.5k 274.95
2024-06-30 $1.1M 4.0k 262.47
2024-03-31 $1.2M 4.2k 279.08

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View all positions for Allen Wealth Management

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Goldman Sachs Group
Royal Bank of Canada
Massachusetts Financial Services
Jpmorgan Chase & Co
Bank of New York Mellon
Jennison Associates
Nuveen Asset Management

View all funds holding Visa