Aspen Wealth Strategies »

Ptc shares owned by Aspen Wealth Strategies

Quarter-by-quarter ownership of Ptc (PTC) shares owned by Aspen Wealth Strategies from 13F filings

Historical chart of Aspen Wealth Strategies investment in Ptc

Tip: Access up to 7 years of quarterly data

All positions including Ptc held by Aspen Wealth Strategies 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 Ptc by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $381k 2.2k 174.96
2023-09-30 $309k 2.2k 141.68
2023-06-30 $310k 2.2k 142.30
2023-03-31 $279k 2.2k 128.23
2022-12-31 $261k 2.2k 120.04

More positions owned by Aspen Wealth Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)

View all positions for Aspen Wealth Strategies

Top funds holding Ptc

Vanguard Group
Lone Pine Capital
Select Equity
Wellington Management Company
Ownership Capital B.V.
Franklin Resources
40 North Industries
Lazard Asset Management
Impax Asset Management Group
Bank of New York Mellon
Charles Schwab Investment Management
Citadel Advisors
SAM Sustainable Asset Management
Legal & General Group
T. Rowe Price Associates

View all funds holding Ptc