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Pza etf shares owned by Northeast Financial Group

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Northeast Financial Group from 13F filings

Historical chart of Northeast Financial Group investment in Pza etf

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All positions including Pza etf held by Northeast Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pza etf by Northeast Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 49k 24.15
2024-06-30 $891k 38k 23.68
2024-03-31 $740k 31k 23.83
2023-12-31 $708k 29k 24.18
2023-09-30 $465k 21k 22.16

More positions owned by Northeast Financial Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Broad Usd High (USHY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Northeast Financial Group

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