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Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies → TY-P

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies TY-P Position History

Tri-Continental Corporation PFD $2.50

Quarters held
3
Latest value
$215K
Q3 2026
Peak value
$216K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$205K
Q2 2026$216K
Q3 2026$215K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$215K6.3K——
Q2 2026$216K6.3K——
Q4 2025$205K6.3K——

Other funds holding TY-P

Other Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies positions

VGES

VANGUARD INDEX FDS

$26.3M
VGES

VANGUARD INDEX FDS

$24.1M
VGES

VANGUARD INDEX FDS

$20.2M
VGES

VANGUARD INDEX FDS

$19.2M
VGES

VANGUARD INDEX FDS

$8.5M
VGES

VANGUARD INDEX FDS

$7.9M
VGES

VANGUARD INDEX FDS

$6.7M
VGES

VANGUARD INDEX FDS

$5.7M