Treasure Coast Financial Planning »

Wal-Mart Stores shares owned by Treasure Coast Financial Planning

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Treasure Coast Financial Planning from 13F filings

Historical chart of Treasure Coast Financial Planning investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Treasure Coast Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Treasure Coast Financial Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $273k 4.0k 67.71
2024-03-31 $242k 4.0k 60.17

More positions owned by Treasure Coast Financial Planning

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Active Bd Etf (BOND)
Franklin Templeton Etf Tr Ftse Europe (FLEE)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ssga Active Tr Spdr Dbleln Emrg (EMTL)
First Tr Value Line Divid In SHS (FVD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Treasure Coast Financial Planning

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Fisher Investments
Franklin Resources
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Charles Schwab Investment Management
Nuveen Asset Management

View all funds holding Wal-Mart Stores