| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 11.2% |
| SPDR SER TR | 3 | Q2 2024 | 9.4% |
| ISHARES TR | 3 | Q2 2024 | 7.9% |
| ISHARES TR | 3 | Q2 2024 | 7.5% |
| TRIMTABS ETF TR | 3 | Q2 2024 | 6.3% |
| BLACKROCK ETF TRUST II | 3 | Q2 2024 | 6.1% |
| ISHARES TR | 3 | Q2 2024 | 5.9% |
| SPDR SER TR | 3 | Q2 2024 | 5.4% |
| ISHARES TR | 3 | Q2 2024 | 5.2% |
| ISHARES TR | 3 | Q2 2024 | 4.0% |
View Quotient Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-08 |
View Quotient Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.