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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
2024-03-31 $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 Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding P10

River Road Asset Management
Vanguard Group
Federated Investors
Alliancebernstein
BlackRock
FMR
Geode Capital Management
Arrowpoint Asset Management
Cercano Management
Caz Investments
Goldman Sachs Group
Millennium Management
Northern Trust
Samjo Management
Raymond James & Associates

View all funds holding P10