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Plexus shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Plexus (PLXS) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Plexus

Tip: Access up to 7 years of quarterly data

All positions including Plexus held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Plexus by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 17k 108.13
2023-09-30 $1.6M 17k 92.98

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Monticello Wealth Management

Top funds holding Plexus

Vanguard Group
Dimensional Fund Advisors
Fiduciary Management
Bnp Paribas Investment Partners
Earnest Partners
Massachusetts Financial Services
Bank of New York Mellon
Btim
Charles Schwab Investment Management
Royal Bank of Canada
Hotchkis and Wiley Capital Management
Westfield Capital Management Company
Segall Bryant & Hamill
Victory Capital Management
Norges Bank Investment Management

View all funds holding Plexus