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S&p Global Water Index Etf etf shares owned by Phoenix Wealth Advisors

Quarter-by-quarter ownership of S&p Global Water Index Etf etf (CGW) shares owned by Phoenix Wealth Advisors from 13F filings

Historical chart of Phoenix Wealth Advisors investment in S&p Global Water Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including S&p Global Water Index Etf etf held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global Water Index Etf etf by Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $846k 15k 55.53
2023-12-31 $369k 7.0k 52.43
2023-09-30 $295k 6.4k 46.52
2023-06-30 $321k 6.3k 51.41

More positions owned by Phoenix Wealth Advisors

Microsoft Corporation (MSFT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p Us Gwt (IUSG)
Apple (AAPL)
Eaton Corp SHS (ETN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Marathon Petroleum Corp (MPC)
Merck & Co (MRK)
Home Depot (HD)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)

View all positions for Phoenix Wealth Advisors

Top funds holding S&p Global Water Index Etf etf

Conservest Capital Advisors
Weatherly Asset Management
UBS Group
Bank of America Corporation
Personal Resources Investment & Strategic Management
Polianta
Jane Street
Cambridge Investment Research Advisors
Commonwealth Equity Services
Wells Fargo & Company
Money Design
Baron Financial Group
Raymond James & Associates
Fiduciary Trust Company
Addison Advisors

View all funds holding S&p Global Water Index Etf etf