Coordinated Financial Services »

Pgx etf shares owned by Coordinated Financial Services

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Coordinated Financial Services from 13F filings

Historical chart of Coordinated Financial Services investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Coordinated Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $152k 13k 11.55
2024-03-31 $156k 13k 11.88

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Gold Tr Gold Shs (GLD)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Coordinated Financial Services

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Morgan Stanley
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
ACT Advisors
Checchi Capital Advisers
Commonwealth Equity Services

View all funds holding Pgx etf