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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
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 Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Workday Inc cl a

Vanguard Group
Baillie Gifford & Co
Henderson Group
Jpmorgan Chase & Co
Norges Bank Investment Management
Viking Global Investors
Polen Capital Management
Wellington Management Company
Sustainable Growth Advisers
Jane Street
Franklin Resources
Millennium Management
Bank of America Corporation
ClearBridge Advisors
Tiger Global Management

View all funds holding Workday Inc cl a