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Popular shares owned by Essential Planning

Quarter-by-quarter ownership of Popular (BPOP) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Popular

Tip: Access up to 7 years of quarterly data

All positions including Popular held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Popular by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $778k 8.1k 95.55

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding Popular

Vanguard Group
BlackRock
Dimensional Fund Advisors
AQR Capital Management
FMR
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Wellington Management Company
T. Rowe Price Investment Management
Frontier Capital Management
LSV Asset Management
American Century Companies
Polaris Capital Management
Ameriprise Financial

View all funds holding Popular