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Procter & Gamble Company shares owned by Invenio Wealth Partners

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Invenio Wealth Partners from 13F filings

Historical chart of Invenio Wealth Partners investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Procter & Gamble Company by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $678k 4.2k 162.25
2023-12-31 $606k 4.1k 146.54
2023-09-30 $534k 3.7k 145.86

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Wisdomtree U.s. Smallcap Fund Etf (EES)
Ishares National Muni Bond Etf Etf (MUB)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

Top funds holding Procter & Gamble Company

Vanguard Group
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Jpmorgan Chase & Co
Bank of New York Mellon
Legal & General Group
T. Rowe Price Associates
Royal Bank of Canada
Wells Fargo & Company
Charles Schwab Investment Management
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Ubs Global Asset Management Americas
Fisher Investments

View all funds holding Procter & Gamble Company