Premier Path Wealth Partners »

Ishares Tr msci usavalfct shares owned by Premier Path Wealth Partners

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Premier Path Wealth Partners from 13F filings

Historical chart of Premier Path Wealth Partners investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Premier Path Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usavalfct by Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $263k 2.4k 108.31
2023-12-31 $261k 2.6k 101.16

More positions owned by Premier Path Wealth Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Ishares Tr Usd Inv Grde Etf (USIG)
Amazon (AMZN)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Int-inds (XLI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Premier Path Wealth Partners

Top funds holding Ishares Tr msci usavalfct

Matson Money
Mercer Global Advisors
Bank of America Corporation
BlackRock
Wharton Business Group
M^T Bank Corporation
LPL Financial
UBS Group
HPM Partners
Pnc Financial Services
Jpmorgan Chase & Co
State Treasurer State Of Michigan
Kathmere Capital Management
Alan Leist III
Commonwealth Equity Services

View all funds holding Ishares Tr msci usavalfct