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Charter Communications Inc New Cl A cl a shares owned by PDS Planning

Quarter-by-quarter ownership of Charter Communications Inc New Cl A cl a (CHTR) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Charter Communications Inc New Cl A cl a

Tip: Access up to 7 years of quarterly data

All positions including Charter Communications Inc New Cl A cl a held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charter Communications Inc New Cl A cl a by PDS Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $334k 859 388.68
2023-09-30 $383k 870 439.82
2023-06-30 $309k 841 367.37
2023-03-31 $268k 750 357.61
2022-03-31 $202k 371 544.47

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
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Abbvie (ABBV)
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Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

Top funds holding Charter Communications Inc New Cl A cl a

Dodge & Cox
Vanguard Group
Harris Associates L.P
Berkshire Hathaway
Pzena Investment Management
Parnassus Investments
Massachusetts Financial Services
Jpmorgan Chase & Co
Veritas Asset Management
Franklin Resources
Susquehanna International
Barclays
Norges Bank Investment Management
Charles Schwab Investment Management
Citadel Advisors

View all funds holding Charter Communications Inc New Cl A cl a