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Pgx etf shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 500k 11.88
2023-12-31 $5.7M 499k 11.47
2023-09-30 $5.0M 457k 10.95
2023-06-30 $4.9M 430k 11.37

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
Bessemer
UBS Group
Spectrum Asset Management
Royal Bank of Canada
Hanson McClain Advisors
Huntington National Bank
Advisor Group Holdings
Stonebridge Advisors
Jpmorgan Chase & Co
Wright Fund Managment
ACT Advisors
Raymond James Financial Services Advisors
Iowa State Bank

View all funds holding Pgx etf