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Workday Inc cl a shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Workday Inc cl a (WDAY) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Workday Inc cl a

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All positions including Workday Inc cl a held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Workday Inc cl a by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 925 244.41
2024-03-31 $225k 823 272.75
2023-12-31 $207k 750 276.06

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding Workday Inc cl a

Vanguard Group
BlackRock
BlackRock
Baillie Gifford & Co
Polen Capital Management
State Street Corporation
Henderson Group
Eagle Capital Management
Sustainable Growth Advisers
Viking Global Investors
Nuveen Asset Management
Brown Advisory Holdings Incorporated
Morgan Stanley
Geode Capital Management
Bank of America Corporation

View all funds holding Workday Inc cl a