Aurum Wealth Management Group »

Ppl Cap Fdg shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Ppl Cap Fdg shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Ppl Cap Fdg

Tip: Access up to 7 years of quarterly data

All positions including Ppl Cap Fdg held by Aurum Wealth Management Group 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 Ppl Cap Fdg by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $15k 14k 1.04
2024-09-30 $17k 16k 1.06
2024-06-30 $15k 16k 0.96
2024-03-31 $15k 16k 0.96

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Aurum Wealth Management Group

Top funds holding Ppl Cap Fdg

Polar Securities
Calamos Advisors
Invesco
Camden Asset Management
Victory Capital Management
Advent Capital Management
Zazove Associates
Marshall Wace
State Street Corporation
OZ Management
Pier 88 Investment Partners
Wellesley Investment Advisors
SSI Investment Management
Aequim Alternative Investments
FMR

View all funds holding Ppl Cap Fdg