Pacific Capital Wealth Advisors »

Pgx etf shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Pacific Capital Wealth Advisors 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 Pgx etf by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.0k 785 11.47
2023-03-31 $1.8M 157k 11.48
2022-12-31 $1.9M 171k 11.18
2022-09-30 $2.2M 187k 11.88
2022-06-30 $2.6M 212k 12.34
2022-03-31 $2.9M 216k 13.57
2021-12-31 $3.2M 216k 15.00
2021-09-30 $3.3M 216k 15.03
2021-06-30 $3.4M 223k 15.32
2021-03-31 $3.4M 223k 15.00
2020-12-31 $3.4M 220k 15.26
2020-09-30 $3.2M 217k 14.73
2020-06-30 $3.0M 214k 14.12
2020-03-31 $2.9M 217k 13.16
2019-12-31 $3.3M 220k 15.01