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Pgx etf shares owned by Leading Edge Financial Planning

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Leading Edge Financial Planning from 13F filings

Historical chart of Leading Edge Financial Planning investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Leading Edge Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Leading Edge Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $127k 11k 11.88
2023-09-30 $274k 25k 10.95
2023-06-30 $338k 30k 11.37
2023-03-31 $281k 25k 11.48
2022-12-31 $272k 24k 11.18

More positions owned by Leading Edge Financial Planning

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Inflation Prote (DFIP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfli High Yld (SPHY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Leading Edge Financial Planning

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
Bessemer
UBS Group
Spectrum Asset Management
Royal Bank of Canada
Hanson McClain Advisors
Huntington National Bank
Advisor Group Holdings
Stonebridge Advisors
Jpmorgan Chase & Co
Wright Fund Managment
ACT Advisors
Raymond James Financial Services Advisors
Iowa State Bank

View all funds holding Pgx etf