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Pza etf shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth Management investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza etf held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pza etf by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 45k 24.22
2024-06-30 $1.1M 45k 23.57

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

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