Modern Wealth Management »

Piedmont Office Realty Trust shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Piedmont Office Realty Trust (PDM) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Piedmont Office Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Piedmont Office Realty Trust held by Modern Wealth Management 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 Piedmont Office Realty Trust by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $480k 48k 10.10

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Piedmont Office Realty Trust

Vanguard Group
BlackRock
BlackRock
State Street Corporation
LSV Asset Management
Private Management Group
Wilsey Asset Management
Geode Capital Management
Charles Schwab Investment Management
Hanna Zanoni
Morgan Stanley
Vision Capital Corp
Nuveen Asset Management
Glenmede Trust Company
Dimensional Fund Advisors

View all funds holding Piedmont Office Realty Trust