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Adtran Holdings shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Adtran Holdings (ADTN) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Adtran Holdings

Tip: Access up to 7 years of quarterly data

All positions including Adtran Holdings 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 Adtran Holdings by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $899 108 8.33
2024-09-30 $641 108 5.94
2024-03-31 $452 83 5.45
2023-12-31 $1.1k 143 7.34

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

Top funds holding Adtran Holdings

BlackRock
Vanguard Group
DnB NOR Asset Management AS
Divisar Capital Management
William Blair Investment Management
Paradigm Capital Management
Geode Capital Management
State Street Corporation
Schonfeld Strategic Advisors
First Eagle Investment Management
Needham Investment Management
Tieton Capital Management
Morgan Stanley
Millennium Management
Westerly Capital Management

View all funds holding Adtran Holdings