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Pgx etf shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $146k 12k 12.35
2024-06-30 $225k 20k 11.55

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Capasso Planning Partners

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Hanson McClain Advisors
Spectrum Asset Management
Bessemer
Advisor Group Holdings
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Huntington National Bank
Checchi Capital Advisers
Commonwealth Equity Services
Advisors Management Group
Wright Fund Managment

View all funds holding Pgx etf