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PriceSmart shares owned by Retirement Wealth Solutions

Quarter-by-quarter ownership of PriceSmart (PSMT) shares owned by Retirement Wealth Solutions from 13F filings

Historical chart of Retirement Wealth Solutions investment in PriceSmart

Tip: Access up to 7 years of quarterly data

All positions including PriceSmart held by Retirement Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PriceSmart by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 145 121.19
2025-06-30 $17k 160 105.04
2025-03-31 $14k 160 87.85
2024-12-31 $14k 160 89.25

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)

View all positions for Retirement Wealth Solutions

Top funds holding PriceSmart

BlackRock
Vanguard Group
Black Creek Investment Management
FMR
American Century Companies
Dimensional Fund Advisors
State Street Corporation
First Trust Advisors
Geode Capital Management
River Road Asset Management
Copeland Capital Management
Victory Capital Management
Invesco
Grantham, Mayo, Van Otterloo & Co
Morgan Stanley

View all funds holding PriceSmart