Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Clear Secure shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Clear Secure (YOU) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Clear Secure

Tip: Access up to 7 years of quarterly data

All positions including Clear Secure held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Clear Secure by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 30k 33.14

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Victory Portfolios Ii Shares Free Cash (VFLO)
Apple (AAPL)
Alps Etf Tr Smith Core Plus (SMTH)
NVIDIA Corporation (NVDA)
Victory Portfolios Ii Core Intrmediate (UBND)
Visa Com Cl A (V)
Amazon (AMZN)
Applovin Corp Com Cl A (APP)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Clear Secure

BlackRock
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Geode Capital Management
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Brown Advisory Holdings Incorporated
Nuveen Asset Management
William Blair Investment Management
Morgan Stanley

View all funds holding Clear Secure