Private Wealth Management Group »

Information Services shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Information Services (III) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Information Services

Tip: Access up to 7 years of quarterly data

All positions including Information Services held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Information Services by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2k 659 3.30

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
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 Information Services

Private Capital Management
HPM Partners
BlackRock
BlackRock
Vanguard Group
Renaissance Technologies
Dimensional Fund Advisors
LSV Asset Management
William Blair $ Company
Crestwood Advisors
Geode Capital Management
Brown Brothers Harriman & Co.
State Street Corporation
Morgan Stanley
Acadian Asset Management

View all funds holding Information Services