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Expensify shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Expensify

Tip: Access up to 7 years of quarterly data

All positions including Expensify 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 Expensify by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0k 420 2.47

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
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 Expensify

Bp Wealth Management
Vanguard Group
Citadel Advisors
D. E. Shaw & Co
Millennium Management
Baillie Gifford & Co
Jacobs Levy Equity Management
Walleye Trading Advisors
Ieq Capital
Two Sigma Investments
AQR Capital Management
Charles Schwab Investment Management
Security Benefit Life Insurance
Two Sigma Advisers
Hamilton Lane Advisors

View all funds holding Expensify