Diversify Wealth Management »

Portillos shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Portillos

Tip: Access up to 7 years of quarterly data

All positions including Portillos held by Diversify Wealth Management 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 Portillos by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $178k 20k 8.88

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Prog Holdings Com Npv (PRG)
Microsoft Corporation (MSFT)

View all positions for Diversify Wealth Management

Top funds holding Portillos

Berkshire Partners
Orbis Allan Gray
Vanguard Group
BlackRock
Engaged Capital
Citadel Advisors
Ameriprise Financial
William Blair $ Company
Principal Financial Group
Granahan Investment Management
Marshall Wace
Franklin Resources
Asset Management Investors
Geode Capital Management
FMR

View all funds holding Portillos