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Pgx etf shares owned by Sontag Advisory

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 118k 12.35
2024-06-30 $1.1M 94k 11.55
2024-03-31 $1.4M 117k 11.88
2023-12-31 $2.2M 191k 11.47
2023-09-30 $2.1M 188k 10.95
2020-03-31 $188k 14k 13.14

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Ameriprise Financial
UBS Group
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

View all funds holding Pgx etf