Modern Wealth Management »

Pfizer shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer 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 Pfizer by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $824k 29k 28.94
2024-03-31 $563k 20k 28.01

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 Pfizer

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Massachusetts Financial Services
Citadel Advisors
Bank of America Corporation
Susquehanna International
State Farm Mutual Automobile Insurance Company
Bank of New York Mellon
Jpmorgan Chase & Co
Goldman Sachs Group
Dimensional Fund Advisors

View all funds holding Pfizer