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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
2024-03-31 $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)
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 Adtran Holdings

Vanguard Group
William Blair Investment Management
DnB NOR Asset Management AS
Divisar Capital Management
First Eagle Investment Management
Bank of New York Mellon
Federated Investors
Henderson Group
Charles Schwab Investment Management
Jacobs Levy Equity Management
Kovack Advisors
Citadel Advisors
Jpmorgan Chase & Co
Principal Financial Group
Amundi

View all funds holding Adtran Holdings