Pza etf shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Pza etf
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Quarterly reported holdings in Pza etf by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $19M | 792k | 24.18 |
| 2023-09-30 | $3.0M | 135k | 22.16 |
| 2023-06-30 | $6.8M | 287k | 23.60 |
| 2023-03-31 | $11M | 449k | 23.29 |
| 2022-12-31 | $11M | 467k | 22.94 |
| 2022-09-30 | $16M | 702k | 22.08 |
| 2022-06-30 | $18M | 769k | 23.44 |
| 2022-03-31 | $19M | 746k | 24.93 |
| 2021-12-31 | $14M | 504k | 27.11 |
| 2021-09-30 | $4.5M | 168k | 26.86 |
| 2021-06-30 | $4.4M | 162k | 27.26 |
| 2021-03-31 | $4.8M | 178k | 26.76 |
| 2020-12-31 | $5.6M | 206k | 27.11 |
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