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Fundvantage Tr shares owned by Burk Holdings

Quarter-by-quarter ownership of Fundvantage Tr (PCLG) shares owned by Burk Holdings from 13F filings

Historical chart of Burk Holdings investment in Fundvantage Tr

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All positions including Fundvantage Tr held by Burk Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundvantage Tr by Burk Holdings

Quarter filed Position value Share count Share price at filing
2025-12-31 $590k 24k 24.75

More positions owned by Burk Holdings

Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Burk Holdings

Top funds holding Fundvantage Tr

Sontag Advisory
Tectonic Advisors
Riverview Capital Advisers
Burk Holdings
Mariner Wealth Advisors
Jane Street
Patton Fund Management
UBS Group
American Capital Advisory

View all funds holding Fundvantage Tr