Prairieview Wealth Partners
Latest statistics and disclosures from Prairieview Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VTV, IXUS, GOVT, USTB, and represent 62.94% of Prairieview Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: USTB (+$11M), IWR, VTWO, IVV, GOVT, IXUS, AGG, ISTB, VTV, SPYG.
- Started 2 new stock positions in USTB, MMC.
- Reduced shares in these 3 stocks: , BND, MSFT.
- Sold out of its positions in SPTL, BND.
- Prairieview Wealth Partners was a net buyer of stock by $5.6M.
- Prairieview Wealth Partners has $110M in assets under management (AUM), dropping by 10.17%.
- Central Index Key (CIK): 0002011194
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Prairieview Wealth Partners holds 17 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Prairieview Wealth Partners
SEC 13F filings are viewable for Prairieview Wealth Partners going back to 2023
- Prairieview Wealth Partners 2024 Q1 filed April 3, 2024
- Prairieview Wealth Partners 2023 Q4 filed Feb. 8, 2024