Private Wealth Management Group »

Visa shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa 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 Visa by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $169k 604 279.08
2023-12-31 $142k 544 260.35

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 Visa

Vanguard Group
T. Rowe Price Associates
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Jennison Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Barclays

View all funds holding Visa