Private Wealth Management Group »

shares First Bancorp P R shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of shares First Bancorp P R (FBP) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in shares First Bancorp P R

Tip: Access up to 7 years of quarterly data

All positions including shares First Bancorp P R 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 shares First Bancorp P R by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $33k 1.6k 21.17
2024-03-31 $28k 1.6k 17.54
2023-12-31 $26k 1.6k 16.45

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding shares First Bancorp P R

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
American Century Companies
Alliancebernstein
Geode Capital Management
Bank of New York Mellon
Frontier Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Lord, Abbett & Co
Charles Schwab Investment Management
Schroder Investment Management Group

View all funds holding shares First Bancorp P R