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Worthington Stl shares owned by Private Wealth Strategies

Quarter-by-quarter ownership of Worthington Stl (WS) shares owned by Private Wealth Strategies from 13F filings

Historical chart of Private Wealth Strategies investment in Worthington Stl

Tip: Access up to 7 years of quarterly data

All positions including Worthington Stl held by Private Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Worthington Stl by Private Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.0M 209k 33.36
2023-12-31 $5.8M 205k 28.10

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Wisdomtree Tr Us Largecap Fund (EPS)
Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Multifactor (USMF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Wisdomtree Tr Us Midcap Divid (DON)
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB)
Worthington Stl Com Shs (WS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
UnitedHealth (UNH)

View all positions for Private Wealth Strategies

Top funds holding Worthington Stl

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Macquarie Group
Morgan Stanley
Northern Trust
Charles Schwab Investment Management
Nuveen Asset Management
Jacobs Levy Equity Management
Bank of New York Mellon
Goldman Sachs Group
Citadel Advisors

View all funds holding Worthington Stl