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Engagesmart shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Engagesmart shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Engagesmart

Tip: Access up to 7 years of quarterly data

All positions including Engagesmart 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 Engagesmart by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6k 68 22.91

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 Engagesmart

Summit Partners
Vanguard Group
Highland Capital Management Fund Advisors
Dimensional Fund Advisors
Glazer Capital
Henderson Group
Bank of America Corporation
Walleye Trading Advisors
Norges Bank Investment Management
Charles Schwab Investment Management
Alpine Associates Management
New York Life Investment Management
Summit Creek Advisors
Man Group
UBS Group

View all funds holding Engagesmart