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Appian Corp cl a shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Appian Corp cl a (APPN) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Appian Corp cl a

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All positions including Appian Corp cl a 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 Appian Corp cl a by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $942 25 37.68

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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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 Appian Corp cl a

Abdiel Capital Advisors
Vanguard Group
Hawk Ridge Management
Baillie Gifford & Co
Citadel Advisors
D. E. Shaw & Co
Bank Of Montreal
Mirae Asset Global Investments
Charles Schwab Investment Management
Norges Bank Investment Management
Stanley-Laman
Alyeska Investment Group
Goldman Sachs Group
Voloridge Investment Management
Bank of New York Mellon

View all funds holding Appian Corp cl a