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Ncino shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Ncino (NCNO) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Ncino

Tip: Access up to 7 years of quarterly data

All positions including Ncino held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ncino by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.8k 208 37.38
2023-12-31 $7.0k 208 33.63

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Ncino

Insight Holdings
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Daniel D. Thurber
Meritage Group
Dimensional Fund Advisors
ClearBridge Advisors
Jericho Capital Asset Management
Geode Capital Management
Susquehanna International
Fred Alger Management
FMR
Bank of New York Mellon
Tensile Capital Management

View all funds holding Ncino