Aspireon Wealth Advisors
- SEC CIK
- 0001719203
- Latest filing
- May 23, 2023
CFR holding history
Cullen/Frost Bankers, Inc. in every 13F filed by Aspireon Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CFR overviewAll 13F holders of CFRFull Q1 2023 holdings
- Shares (Q1 2023)
- 10,500
- Value
- $1.11M
- % of portfolio
- 0.6%
- Quarters held
- 8
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 10,500 | $1.11M | 0.6% | +100+1.0% | Added | Holders |
| Q4 2022 | 10,400 | $1.39M | 0.7% | 00.0% | Unchanged | Holders |
| Q3 2022 | 10,400 | $1.38M | 0.7% | −200−1.9% | Reduced | Holders |
| Q2 2022 | 10,600 | $1.23M | 0.6% | 00.0% | Unchanged | Holders |
| Q1 2022 | 10,600 | $1.47M | 0.5% | 00.0% | Unchanged | Holders |
| Q4 2021 | 10,600 | $1.34M | 0.7% | 00.0% | Unchanged | Holders |
| Q3 2021 | 10,600 | $1.26M | 0.9% | 00.0% | Unchanged | Holders |
| Q2 2021 | 10,600 | $1.19M | 0.8% | +10,600 | New | Holders |