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Facebook Inc cl a shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Facebook Inc cl a

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All positions including Facebook Inc cl a 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 Facebook Inc cl a by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 535 572.44
2024-03-31 $236k 486 485.58
2023-12-31 $174k 491 353.96

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Ishares Tr National Mun Etf (MUB)
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
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View all positions for Private Wealth Management Group

Top funds holding Facebook Inc cl a

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Capital World Investors
Capital Research Global Investors
Morgan Stanley
Capital Research and Management Company - Division 3
Susquehanna International
Citadel Advisors
Northern Trust
Bank of America Corporation

View all funds holding Facebook Inc cl a