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SURIENCE PRIVATE WEALTH LLC → O

SURIENCE PRIVATE WEALTH LLC O Position History

Realty Income Corporation • Real Estate

Quarters held
1
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M38.7K——

Other funds holding O

Other SURIENCE PRIVATE WEALTH LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$11.8M
ETHA

ISHARES TR

$11.6M
QQQ

INVESCO QQQ TR

$11.2M
SPY

STATE STR SPDR S&P 500 ETF T

$11.1M
ETHA

ISHARES TR

$10.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.2M
ETHA

ISHARES TR

$9.8M
QQQ

INVESCO QQQ TR

$9.5M