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Ies Hldgs shares owned by Petra Financial Advisors

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Petra Financial Advisors from 13F filings

Historical chart of Petra Financial Advisors investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Petra Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Petra Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $778k 3.9k 199.62
2024-06-30 $476k 3.4k 139.33

More positions owned by Petra Financial Advisors

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Listed Fd Tr Core Alt Fd (CCOR)
Spdr Gold Tr Gold Shs (GLD)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Guggenheim Strategic Opportu Com Sbi (GOF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Cnx Resources Corporation (CNX)

View all positions for Petra Financial Advisors

Top funds holding Ies Hldgs

Jeffrey L. Gendell
Dimensional Fund Advisors
BlackRock
BlackRock
Vanguard Group
Royce & Associates
AltraVue Capital
Geode Capital Management
State Street Corporation
Renaissance Technologies
Arrowstreet Capital, Limited Partnership
Invesco
Franklin Resources
Ophir Asset Management Pty
Morgan Stanley

View all funds holding Ies Hldgs