WorthPointe »

Etf Ser Solutions us diversified shares owned by WorthPointe

Quarter-by-quarter ownership of Etf Ser Solutions us diversified (PPTY) shares owned by WorthPointe from 13F filings

Historical chart of WorthPointe investment in Etf Ser Solutions us diversified

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions us diversified held by WorthPointe 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 Etf Ser Solutions us diversified by WorthPointe

Quarter filed Position value Share count Share price at filing
2023-12-31 $297k 9.8k 30.25

More positions owned by WorthPointe

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Etf Opportunities Trust American Conser (ACVF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)
Exxon Mobil Corporation (XOM)

View all positions for WorthPointe

Top funds holding Etf Ser Solutions us diversified

Ronald Blue Trust
TAP Consulting
Vident Advisory
Citadel Advisors
Firestone Capital Management
Walkner Condon Financial Advisors
OneAscent Financial Services
WorthPointe
Focus Financial Network
Focus Financial Network
Financial Counselors
Appleton Partners
HighTower Advisors
Proequities
Royal Bank of Canada

View all funds holding Etf Ser Solutions us diversified