Aurum Wealth Management Group »

Pza etf shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza etf held by Aurum Wealth Management Group 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 Pza etf by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $433k 18k 24.18

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Pza etf

Bank of America Corporation
UBS Group
Wells Fargo & Company
Wright Fund Managment
EP Wealth Advisors
Bank of New York Mellon
Goodman Advisory Group
CX Institutional
Monticello Wealth Management
Advisor Group Holdings
Stifel Financial
Stratos Wealth Partners
Parcion Private Wealth
Pnc Financial Services
Hanson McClain Advisors

View all funds holding Pza etf