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Sound Financial Strategies Group, LLC → CPT

Sound Financial Strategies Group, LLC CPT Position History

Camden Property Trust • Real Estate

Quarters held
3
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$2M
Q2 2026$2.2M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M60.3K——
Q2 2026$2.2M62.4K——
Q1 2026$2M61.4K——

Other funds holding CPT

Other Sound Financial Strategies Group, LLC positions

ETHA

ISHARES TR

$16M
ETHA

ISHARES TR

$15.9M
ETHA

ISHARES TR

$15.9M
ETHA

ISHARES TR

$15.1M
ETHA

ISHARES TR

$13.8M
ETHA

ISHARES TR

$13.8M
INSP

NORTHERN LTS FD TR IV

$6.5M
VGES

VANGUARD TAX-MANAGED FDS

$6.4M