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Keudell/Morrison Wealth Management → LTC

Keudell/Morrison Wealth Management LTC Position History

LTC Properties, Inc. • Real Estate

Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.4M
Q1 2026$1.4M
Q2 2026$1.5M
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M35.2K——
Q2 2026$1.5M39.4K——
Q1 2026$1.4M38.2K——
Q4 2025$1.4M39.7K——

Other funds holding LTC

Other Keudell/Morrison Wealth Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$53.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$52.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$47M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.8M
VGES

VANGUARD WHITEHALL FDS

$25.2M
VGES

VANGUARD WHITEHALL FDS

$24.4M
VGES

VANGUARD WHITEHALL FDS

$23.8M
AAPL

APPLE INC

$22.9M