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P10 shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in P10

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in P10 by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6k 431 10.71
2024-03-31 $919 90 10.22
2023-12-31 $919 90 10.22
2023-09-30 $1.2k 100 11.65
2023-06-30 $1.1k 100 11.30

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

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