Atlantic Edge Private Wealth Management »

Willamette Valley Vineyards shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of Willamette Valley Vineyards (WVVI) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in Willamette Valley Vineyards

Tip: Access up to 7 years of quarterly data

All positions including Willamette Valley Vineyards held by Atlantic Edge Private Wealth Management 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 Willamette Valley Vineyards by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $348 100 3.48
2024-06-30 $393 100 3.93
2024-03-31 $501 100 5.01
2023-12-31 $530 100 5.30

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Willamette Valley Vineyards

Vanguard Group
Renaissance Technologies
Next Capital Management
Geode Capital Management
Dimensional Fund Advisors
Teton Advisors
Gabelli Funds
Susquehanna International
Creative Planning
Clearview Wealth Advisors
James Investment Research
Goss Wealth Management
T. Rowe Price Associates
State Street Corporation
Wedbush Morgan Securities

View all funds holding Willamette Valley Vineyards