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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

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Quarterly reported holdings in Ppl Cap Fdg by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
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 Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding Ppl Cap Fdg

Calamos Advisors
Invesco
Victory Capital Management
Polar Securities
Advent Capital Management
Aristeia Capital
Marshall Wace
Wellesley Investment Advisors
Morgan Stanley
OZ Management
State Street Corporation
Pier 88 Investment Partners
Aequim Alternative Investments
Income Research & Management
SSI Investment Management

View all funds holding Ppl Cap Fdg