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Workday Inc cl a shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Workday Inc cl a

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

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Quarterly reported holdings in Workday Inc cl a by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $208k 844 246.34

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Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Modern Wealth Management

Top funds holding Workday Inc cl a

Bornite Capital Management
Vanguard Group
BlackRock
Baillie Gifford & Co
Jpmorgan Chase & Co
Viking Global Investors
State Street Corporation
Henderson Group
FMR
Polen Capital Management
Wellington Management Company
Sustainable Growth Advisers
Nuveen Asset Management
Millennium Management
Franklin Resources

View all funds holding Workday Inc cl a