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P10 shares owned by CWM

Quarter-by-quarter ownership of P10 (PX) shares owned by CWM from 13F filings

Historical chart of CWM investment in P10

Tip: Access up to 7 years of quarterly data

All positions including P10 held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in P10 by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0k 566 10.60
2024-06-30 $999 91 10.99
2024-03-31 $0 25 0.00
2022-06-30 $18k 1.6k 11.25

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding P10

River Road Asset Management
Caz Investments
Vanguard Group
BlackRock
BlackRock
Grandeur Peak Global Advisors
State Street Corporation
Geode Capital Management
Phase 2 Partners
Citadel Advisors
Artemis Investment Management
Nuveen Asset Management
Samjo Management
Northern Trust
Raymond James & Associates

View all funds holding P10