Sponsored

The Analysis of EHRLICH FINANCIAL GROUP's Holdings & P&L

Currently, EHRLICH FINANCIAL GROUP holds 112 types of securities in its portfolio with a total value $174.0M. In the most recent quarter, they have increased their positions in VOOV (+38.7K shares, valued at $7.9M), CORO (+236.2K shares, valued at $7.6M), VOOG (+17.1K shares, valued at $7.0M); decreased their positions in IVE (-37.8K shares, valued at $8.0M), IVW (-65.6K shares, valued at $7.4M), OEF (-14.1K shares, valued at $4.5M); initiated new positions in VOOV (+38.7K shares, valued at $7.9M), CORO (+236.2K shares, valued at $7.6M), VOOG (+17.1K shares, valued at $7.0M).

1M P&L

+5.5M+3.17%

3M P&L

-35.2M-16.51%

HY P&L

-25.9M-12.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A158.8M

95.2%

2Medical Devices1.7M

1.0%

3Consumer Electronics1.6M

1.0%

Top Industries by Stock Count

1N/A87 stocks

84.5%

2Drug Manufacturers - General2 stocks

1.9%

3Medical Devices2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR72.3K shares9.87%2026-03-312026-04-09

VOOV VANGUARD ADMIRAL FDS INC38.7K sharesnew addition2026-03-312026-04-09

DYNF BLACKROCK ETF TRUST135.4K shares-13.64%2026-03-312026-04-09

CORO BLACKROCK ETF TRUST236.2K sharesnew addition2026-03-312026-04-09

VOOG VANGUARD ADMIRAL FDS INC17.1K sharesnew addition2026-03-312026-04-09

SHLD GLOBAL X FDS82.7K shares70.58%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR38.8K shares1.11%2026-03-312026-04-09

SPEM SPDR INDEX SHS FDS95.8K shares-34.52%2026-03-312026-04-09

Sponsored

VIG VANGUARD SPECIALIZED FUNDS20.6K shares19.16%2026-03-312026-04-09

IVW ISHARES TR39.3K shares-62.57%2026-03-312026-04-09

THRO BLACKROCK ETF TRUST112.8K shares8.42%2026-03-312026-04-09

CMF ISHARES TR68.5K shares-0.54%2026-03-312026-04-09

JQUA J P MORGAN EXCHANGE TRADED F55.4K shares4.82%2026-03-312026-04-09

BINC BLACKROCK ETF TRUST II64.6K shares-8.26%2026-03-312026-04-09

MTUM ISHARES TR13.8K shares4.09%2026-03-312026-04-09

IVE ISHARES TR14.2K shares-72.60%2026-03-312026-04-09

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F52.8K shares-5.87%2026-03-312026-04-09

SPMB SPDR SERIES TRUST131.5K shares3.00%2026-03-312026-04-09

SPTI SPDR SERIES TRUST99.3K shares94.88%2026-03-312026-04-09

ISHARES GOLD TR ISHARES GOLD TR31.0K shares-44.18%2026-03-312026-04-09

BNDX VANGUARD CHARLOTTE FDS56.3K shares3.52%2026-03-312026-04-09

XTEN BONDBLOXX ETF TRUST58.9K shares-5.94%2026-03-312026-04-09

OEF ISHARES TR8.4K shares-62.57%2026-03-312026-04-09

QUAL ISHARES TR13.5K shares129.59%2026-03-312026-04-09

Sponsored

PYLD PIMCO ETF TR97.0K shares5.67%2026-03-312026-04-09

EFV ISHARES TR30.9K shares-41.39%2026-03-312026-04-09

IDEV ISHARES TR26.1K sharesnew addition2026-03-312026-04-09

SHV ISHARES TR19.4K shares28.73%2026-03-312026-04-09

BIDD BLACKROCK ETF TRUST75.3K shares-6.66%2026-03-312026-04-09

IEF ISHARES TR21.3K sharesnew addition2026-03-312026-04-09

CLOA BLACKROCK ETF TRUST II34.9K sharesnew addition2026-03-312026-04-09

SMMU PIMCO ETF TR33.1K shares-8.31%2026-03-312026-04-09

Sponsored

AAPL APPLE INC6.3K shares-0.05%2026-03-312026-04-09

IVV ISHARES TR2.4K shares-17.38%2026-03-312026-04-09

JAAA JANUS DETROIT STR TR29.7K shares-4.20%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR46.6K shares0.29%2026-03-312026-04-09

VO VANGUARD INDEX FDS4.7K shares-0.42%2026-03-312026-04-09

EMXC ISHARES INC16.3K shares11.94%2026-03-312026-04-09

IJK ISHARES TR12.3K sharesnew addition2026-03-312026-04-09

DGRO ISHARES TR17.6K shares-2.39%2026-03-312026-04-09

Sponsored

PZA INVESCO EXCH TRADED FD TR II53.0K shares212.74%2026-03-312026-04-09

VTV VANGUARD INDEX FDS5.9K shares-38.63%2026-03-312026-04-09

GKOS GLAUKOS CORP10.0K shares0.00%2026-03-312026-04-09

MBB ISHARES TR11.1K sharesnew addition2026-03-312026-04-09

IEMG ISHARES INC15.0K shares36.66%2026-03-312026-04-09

HIMU BLACKROCK ETF TRUST II21.6K shares-4.37%2026-03-312026-04-09

NUV NUVEEN MUN VALUE FD INC114.7K sharesnew addition2026-03-312026-04-09

TLT ISHARES TR10.4K shares145.26%2026-03-312026-04-09

Sponsored

JPM JPMORGAN CHASE & CO3.0K shares-1.71%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-39.00%2026-03-312026-04-09

ILF ISHARES TR24.4K shares-22.02%2026-03-312026-04-09

TLH ISHARES TR8.4K shares-62.52%2026-03-312026-04-09

SPDR SERIES TRUST SPDR SERIES TRUST8.8K shares-15.97%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.3K shares-7.05%2026-03-312026-04-09

LQD ISHARES TR7.6K shares-1.82%2026-03-312026-04-09

SDY SPDR SERIES TRUST5.4K shares18.05%2026-03-312026-04-09

Sponsored

HELO J P MORGAN EXCHANGE TRADED F12.3K shares40.07%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR31.8K shares1.60%2026-03-312026-04-09

EWZ ISHARES INC20.3K sharesnew addition2026-03-312026-04-09

GLD SPDR GOLD TR1.8K sharesnew addition2026-03-312026-04-09

SYSB ISHARES TR8.6K shares7.05%2026-03-312026-04-09

BIL SPDR SERIES TRUST8.1K sharesnew addition2026-03-312026-04-09

COPX GLOBAL X FDS9.6K sharesnew addition2026-03-312026-04-09

SIXG ETF SER SOLUTIONS10.7K sharesnew addition2026-03-312026-04-09

Sponsored

TAN INVESCO EXCH TRADED FD TR II13.0K sharesnew addition2026-03-312026-04-09

CATF AMERICAN CENTY ETF TR14.4K shares7.61%2026-03-312026-04-09

MUB ISHARES TR6.7K shares-1.41%2026-03-312026-04-09

JEPQ J P MORGAN EXCHANGE TRADED F11.9K shares-4.14%2026-03-312026-04-09

BAR GRANITESHARES GOLD TR13.6K shares-0.08%2026-03-312026-04-09

EW EDWARDS LIFESCIENCES CORP7.6K shares-7.91%2026-03-312026-04-09

FTEC FIDELITY COVINGTON TRUST2.8K shares-52.94%2026-03-312026-04-09

FNDF SCHWAB STRATEGIC TR11.7K shares16.03%2026-03-312026-04-09

Sponsored

PFF ISHARES TR18.9K shares-2.71%2026-03-312026-04-09

ISMF BLACKROCK ETF TRUST19.7K sharesnew addition2026-03-312026-04-09

NVDA NVIDIA CORPORATION2.9K shares-11.18%2026-03-312026-04-09

STIP ISHARES TR4.9K shares-51.22%2026-03-312026-04-09

EFG ISHARES TR4.5K shares-19.82%2026-03-312026-04-09

MSFT MICROSOFT CORP1.3K shares8.99%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR16.8K shares2.45%2026-03-312026-04-09

BROADCOM INC BROADCOM INC1.5K shares-2.68%2026-03-312026-04-09

Sponsored

AMZN AMAZON COM INC2.1K shares-1.59%2026-03-312026-04-09

FVD FIRST TR EXCHANGE-TRADED FD9.2K shares0.00%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL885 shares0.00%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-04-09

JPIE J P MORGAN EXCHANGE TRADED F8.2K shares0.00%2026-03-312026-04-09

DE DEERE & CO624 shares-1.42%2026-03-312026-04-09

CALI BLACKROCK ETF TRUST II6.9K shares0.00%2026-03-312026-04-09

BALI BLACKROCK ETF TRUST11.2K shares53.35%2026-03-312026-04-09

Sponsored

AXP AMERICAN EXPRESS CO1.1K shares-1.23%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.1K shares0.46%2026-03-312026-04-09

EMLC VANECK ETF TRUST12.5K shares11.07%2026-03-312026-04-09

SLV ISHARES SILVER TR4.5K shares-41.20%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS499 shares7.78%2026-03-312026-04-09

FNDA SCHWAB STRATEGIC TR9.0K shares0.00%2026-03-312026-04-09

NKX NUVEEN CALIF AMT FREE MUNI I23.0K shares0.23%2026-03-312026-04-09

V VISA INC905 shares1.91%2026-03-312026-04-09

Sponsored

VYM VANGUARD WHITEHALL FDS1.8K shares-30.35%2026-03-312026-04-09

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-09

JNJ JOHNSON & JOHNSON1.1K shares1.83%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC5.1K shares2.10%2026-03-312026-04-09

COMT ISHARES U S ETF TR7.6K sharesnew addition2026-03-312026-04-09

WSM WILLIAMS SONOMA INC1.4K shares0.00%2026-03-312026-04-09

XLC SELECT SECTOR SPDR TR2.3K shares-38.70%2026-03-312026-04-09

VBR VANGUARD INDEX FDS1.1K shares-1.20%2026-03-312026-04-09

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC690 sharesnew addition2026-03-312026-04-09

IUSG ISHARES TR1.5K shares0.00%2026-03-312026-04-09

SPAB SPDR SERIES TRUST8.5K shares0.00%2026-03-312026-04-09

AVNM AMERICAN CENTY ETF TR2.8K sharesnew addition2026-03-312026-04-09

QLTA ISHARES TR4.5K shares-20.24%2026-03-312026-04-09

LLY ELI LILLY & CO231 shares-3.35%2026-03-312026-04-09

LCTU BLACKROCK ETF TRUST3.0K shares6.17%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F3.9K shares0.00%2026-03-312026-04-09

Sponsored

AVUS

AMERICAN CENTY ETF TR

9.87%

Shares72.3K

Event2026-03-31

Filed2026-04-09

VOOV

VANGUARD ADMIRAL FDS INC

New

Shares38.7K

Event2026-03-31

Filed2026-04-09

DYNF

BLACKROCK ETF TRUST

-13.64%

Shares135.4K

Event2026-03-31

Filed2026-04-09

CORO

BLACKROCK ETF TRUST

New

Shares236.2K

Event2026-03-31

Filed2026-04-09

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares17.1K

Event2026-03-31

Filed2026-04-09

SHLD

GLOBAL X FDS

70.58%

Shares82.7K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

1.11%

Shares38.8K

Event2026-03-31

Filed2026-04-09

SPEM

SPDR INDEX SHS FDS

-34.52%

Shares95.8K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

19.16%

Shares20.6K

Event2026-03-31

Filed2026-04-09

IVW

ISHARES TR

-62.57%

Shares39.3K

Event2026-03-31

Filed2026-04-09

THRO

BLACKROCK ETF TRUST

8.42%

Shares112.8K

Event2026-03-31

Filed2026-04-09

CMF

ISHARES TR

-0.54%

Shares68.5K

Event2026-03-31

Filed2026-04-09

JQUA

J P MORGAN EXCHANGE TRADED F

4.82%

Shares55.4K

Event2026-03-31

Filed2026-04-09

BINC

BLACKROCK ETF TRUST II

-8.26%

Shares64.6K

Event2026-03-31

Filed2026-04-09

MTUM

ISHARES TR

4.09%

Shares13.8K

Event2026-03-31

Filed2026-04-09

IVE

ISHARES TR

-72.60%

Shares14.2K

Event2026-03-31

Filed2026-04-09

JEPI

J P MORGAN EXCHANGE TRADED F

-5.87%

Shares52.8K

Event2026-03-31

Filed2026-04-09

SPMB

SPDR SERIES TRUST

3.00%

Shares131.5K

Event2026-03-31

Filed2026-04-09

SPTI

SPDR SERIES TRUST

94.88%

Shares99.3K

Event2026-03-31

Filed2026-04-09

ISHARES GOLD TR

-44.18%

Shares31.0K

Event2026-03-31

Filed2026-04-09

BNDX

VANGUARD CHARLOTTE FDS

3.52%

Shares56.3K

Event2026-03-31

Filed2026-04-09

XTEN

BONDBLOXX ETF TRUST

-5.94%

Shares58.9K

Event2026-03-31

Filed2026-04-09

OEF

ISHARES TR

-62.57%

Shares8.4K

Event2026-03-31

Filed2026-04-09

QUAL

ISHARES TR

129.59%

Shares13.5K

Event2026-03-31

Filed2026-04-09

PYLD

PIMCO ETF TR

5.67%

Shares97.0K

Event2026-03-31

Filed2026-04-09

EFV

ISHARES TR

-41.39%

Shares30.9K

Event2026-03-31

Filed2026-04-09

IDEV

ISHARES TR

New

Shares26.1K

Event2026-03-31

Filed2026-04-09

SHV

ISHARES TR

28.73%

Shares19.4K

Event2026-03-31

Filed2026-04-09

BIDD

BLACKROCK ETF TRUST

-6.66%

Shares75.3K

Event2026-03-31

Filed2026-04-09

IEF

ISHARES TR

New

Shares21.3K

Event2026-03-31

Filed2026-04-09

CLOA

BLACKROCK ETF TRUST II

New

Shares34.9K

Event2026-03-31

Filed2026-04-09

SMMU

PIMCO ETF TR

-8.31%

Shares33.1K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-0.05%

Shares6.3K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-17.38%

Shares2.4K

Event2026-03-31

Filed2026-04-09

JAAA

JANUS DETROIT STR TR

-4.20%

Shares29.7K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

0.29%

Shares46.6K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-0.42%

Shares4.7K

Event2026-03-31

Filed2026-04-09

EMXC

ISHARES INC

11.94%

Shares16.3K

Event2026-03-31

Filed2026-04-09

IJK

ISHARES TR

New

Shares12.3K

Event2026-03-31

Filed2026-04-09

DGRO

ISHARES TR

-2.39%

Shares17.6K

Event2026-03-31

Filed2026-04-09

PZA

INVESCO EXCH TRADED FD TR II

212.74%

Shares53.0K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

-38.63%

Shares5.9K

Event2026-03-31

Filed2026-04-09

GKOS

GLAUKOS CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-09

MBB

ISHARES TR

New

Shares11.1K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

36.66%

Shares15.0K

Event2026-03-31

Filed2026-04-09

HIMU

BLACKROCK ETF TRUST II

-4.37%

Shares21.6K

Event2026-03-31

Filed2026-04-09

NUV

NUVEEN MUN VALUE FD INC

New

Shares114.7K

Event2026-03-31

Filed2026-04-09

TLT

ISHARES TR

145.26%

Shares10.4K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-1.71%

Shares3.0K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-39.00%

Shares1.6K

Event2026-03-31

Filed2026-04-09

ILF

ISHARES TR

-22.02%

Shares24.4K

Event2026-03-31

Filed2026-04-09

TLH

ISHARES TR

-62.52%

Shares8.4K

Event2026-03-31

Filed2026-04-09

SPDR SERIES TRUST

-15.97%

Shares8.8K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

-7.05%

Shares4.3K

Event2026-03-31

Filed2026-04-09

LQD

ISHARES TR

-1.82%

Shares7.6K

Event2026-03-31

Filed2026-04-09

SDY

SPDR SERIES TRUST

18.05%

Shares5.4K

Event2026-03-31

Filed2026-04-09

HELO

J P MORGAN EXCHANGE TRADED F

40.07%

Shares12.3K

Event2026-03-31

Filed2026-04-09

SCHF

SCHWAB STRATEGIC TR

1.60%

Shares31.8K

Event2026-03-31

Filed2026-04-09

EWZ

ISHARES INC

New

Shares20.3K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

New

Shares1.8K

Event2026-03-31

Filed2026-04-09

SYSB

ISHARES TR

7.05%

Shares8.6K

Event2026-03-31

Filed2026-04-09

BIL

SPDR SERIES TRUST

New

Shares8.1K

Event2026-03-31

Filed2026-04-09

COPX

GLOBAL X FDS

New

Shares9.6K

Event2026-03-31

Filed2026-04-09

SIXG

ETF SER SOLUTIONS

New

Shares10.7K

Event2026-03-31

Filed2026-04-09

TAN

INVESCO EXCH TRADED FD TR II

New

Shares13.0K

Event2026-03-31

Filed2026-04-09

CATF

AMERICAN CENTY ETF TR

7.61%

Shares14.4K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

-1.41%

Shares6.7K

Event2026-03-31

Filed2026-04-09

JEPQ

J P MORGAN EXCHANGE TRADED F

-4.14%

Shares11.9K

Event2026-03-31

Filed2026-04-09

BAR

GRANITESHARES GOLD TR

-0.08%

Shares13.6K

Event2026-03-31

Filed2026-04-09

EDWARDS LIFESCIENCES CORP

-7.91%

Shares7.6K

Event2026-03-31

Filed2026-04-09

FTEC

FIDELITY COVINGTON TRUST

-52.94%

Shares2.8K

Event2026-03-31

Filed2026-04-09

FNDF

SCHWAB STRATEGIC TR

16.03%

Shares11.7K

Event2026-03-31

Filed2026-04-09

PFF

ISHARES TR

-2.71%

Shares18.9K

Event2026-03-31

Filed2026-04-09

ISMF

BLACKROCK ETF TRUST

New

Shares19.7K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-11.18%

Shares2.9K

Event2026-03-31

Filed2026-04-09

STIP

ISHARES TR

-51.22%

Shares4.9K

Event2026-03-31

Filed2026-04-09

EFG

ISHARES TR

-19.82%

Shares4.5K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

8.99%

Shares1.3K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

2.45%

Shares16.8K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

-2.68%

Shares1.5K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-1.59%

Shares2.1K

Event2026-03-31

Filed2026-04-09

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares885

Event2026-03-31

Filed2026-04-09

ALPHABET INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

JPIE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-09

DEERE & CO

-1.42%

Shares624

Event2026-03-31

Filed2026-04-09

CALI

BLACKROCK ETF TRUST II

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-09

BALI

BLACKROCK ETF TRUST

53.35%

Shares11.2K

Event2026-03-31

Filed2026-04-09

AXP

AMERICAN EXPRESS CO

-1.23%

Shares1.1K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

0.46%

Shares1.1K

Event2026-03-31

Filed2026-04-09

EMLC

VANECK ETF TRUST

11.07%

Shares12.5K

Event2026-03-31

Filed2026-04-09

SLV

ISHARES SILVER TR

-41.20%

Shares4.5K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

7.78%

Shares499

Event2026-03-31

Filed2026-04-09

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-09

NKX

NUVEEN CALIF AMT FREE MUNI I

0.23%

Shares23.0K

Event2026-03-31

Filed2026-04-09

VISA INC

1.91%

Shares905

Event2026-03-31

Filed2026-04-09

VYM

VANGUARD WHITEHALL FDS

-30.35%

Shares1.8K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

New

Shares1.3K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

1.83%

Shares1.1K

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS INC

2.10%

Shares5.1K

Event2026-03-31

Filed2026-04-09

COMT

ISHARES U S ETF TR

New

Shares7.6K

Event2026-03-31

Filed2026-04-09

WSM

WILLIAMS SONOMA INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

XLC

SELECT SECTOR SPDR TR

-38.70%

Shares2.3K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

-1.20%

Shares1.1K

Event2026-03-31

Filed2026-04-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares690

Event2026-03-31

Filed2026-04-09

IUSG

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

SPAB

SPDR SERIES TRUST

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-09

AVNM

AMERICAN CENTY ETF TR

New

Shares2.8K

Event2026-03-31

Filed2026-04-09

QLTA

ISHARES TR

-20.24%

Shares4.5K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

-3.35%

Shares231

Event2026-03-31

Filed2026-04-09

LCTU

BLACKROCK ETF TRUST

6.17%

Shares3.0K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available