Summit Financial »

Pgx etf shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $574k 48k 11.88
2023-12-31 $354k 31k 11.47

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU)
Chipotle Mexican Grill Common Stock (CMG)
Vanguard Index Fds Growth Etf Etf (VUG)
Vanguard Index Fds Value Etf Common Stock (VTV)
Spdr S&p 500 Etf Trtr Unit Etf (SPY)
Vanguard Index Fds Sm Cp Val Etf Etf (VBR)
Vanguard Index Fds Mcapvlidxvip Etf (VOE)
Amazon Common Stock (AMZN)
Microsoft Corpcom Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Index Fdss&p 500 Etf Etf (VOO)
Meta Platforms Common Stock (META)

View all positions for Summit Financial

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