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Valued Advisers Tr shares owned by PFG Private Wealth Management

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by PFG Private Wealth Management from 13F filings

Historical chart of PFG Private Wealth Management investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by PFG Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.6k 237 23.76

More positions owned by PFG Private Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2033 (IBDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds 27 Etf (IBDS)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for PFG Private Wealth Management

Top funds holding Valued Advisers Tr

Kovitz Investment Group Partners
Royal Bank of Canada
Colony
Gts Securities
Northwestern Mutual Wealth Management Company
Intl Fcstone
Northern Trust
Glen Eagle Advisors
Harwood Advisory
UBS Group
Golden State Wealth Management
Advisor Group Holdings

View all funds holding Valued Advisers Tr