MARINER WEALTH ADVISORS-OKLAHOMA, LLC current holdings: USA ETF
MARINER WEALTH ADVISORS-OKLAHOMA, LLC reported $0.43 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 112 positions, in its Form 13F for the quarter ended 2014-06-30; the largest are VNQ, IVV, EFA.
- SCHA: Country of operation —; Class US SML CAP ETF; Shares 4,966; Value $272,000.
- MIN: Country of operation —; Class SH BEN INT; Shares 50,207; Value $265,000.
- SHY: Country of operation —; Class 1-3 YR TR BD ETF; Shares 3,089; Value $261,000.
- RQI: Country of operation —; Class COM; Shares 22,452; Value $253,000.
Form 13F-HR as filed (SEC CIK 1570999): quarter ended 2014-06-30, filed 2014-08-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2014-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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