Concurrent Investment Advisors »

Pza etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza etf held by Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $985k 41k 24.15
2024-06-30 $912k 39k 23.68
2024-03-31 $1.3M 56k 23.83
2023-12-31 $463k 19k 24.18

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Pza etf

Bank of America Corporation
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
EP Wealth Advisors
Wright Fund Managment
Monticello Wealth Management
Parcion Private Wealth
Northwestern Mutual Wealth Management Company
Miracle Mile Advisors
Goodman Advisory Group
Stifel Financial

View all funds holding Pza etf