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2023 Etf Series Trust shares owned by Summit Wealth Group

Quarter-by-quarter ownership of 2023 Etf Series Trust (EAGL) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in 2023 Etf Series Trust

Tip: Access up to 7 years of quarterly data

All positions including 2023 Etf Series Trust held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 2023 Etf Series Trust by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 407k 27.36
2024-06-30 $11M 406k 26.47
2024-03-31 $10M 406k 25.23

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Extend Mkt Etf (VXF)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard World Health Car Etf (VHT)
Apple (AAPL)

View all positions for Summit Wealth Group

Top funds holding 2023 Etf Series Trust

Commerce Bank N A
Burkett Financial Services
_Sentinel Trust Company, LBA______________
Sendero Wealth Management
Red Door Wealth Management
Atlantic Trust
Summit Wealth Group
Umb Bank N A
YHB Investment Advisors
Permanens Capital
Advisor OS
HighTower Advisors
Glenmede Trust Company
Northern Trust
CI Private Wealth

View all funds holding 2023 Etf Series Trust