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Pgx etf shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $267k 23k 11.88
2023-12-31 $279k 24k 11.47
2023-09-30 $276k 25k 10.95

More positions owned by Lifeworks Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Mbs Etf (MBB)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Johnson & Johnson (JNJ)
Merck & Co (MRK)
Microsoft Corporation (MSFT)
Otis Worldwide Corp (OTIS)
Eli Lilly & Co. (LLY)
Campbell Soup Company (CPB)

View all positions for Lifeworks Advisors

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Morgan Stanley
UBS Group
Bessemer
Cohen & Steers Capital Management
Spectrum Asset Management
Royal Bank of Canada
Hanson McClain Advisors
Advisor Group Holdings
Huntington National Bank
Stonebridge Advisors
Wright Fund Managment

View all funds holding Pgx etf