Private Wealth Management Group »

At&t shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of At&t (T) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in At&t

Tip: Access up to 7 years of quarterly data

All positions including At&t held by Private 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 At&t by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $108k 4.9k 22.00
2024-03-31 $83k 4.7k 17.60
2023-12-31 $80k 4.7k 16.78

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding At&t

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Bank of America Corporation
Goldman Sachs Group
Charles Schwab Investment Management
Dimensional Fund Advisors
Citadel Advisors
Nuveen Asset Management
Royal Bank of Canada
LSV Asset Management

View all funds holding At&t