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Tree shares owned by Mather Group

Quarter-by-quarter ownership of Tree (TREE) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree held by Mather Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Mather Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $522 9 58.00
2024-06-30 $761 18 42.33
2024-03-31 $545 18 30.33

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather Group

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Shenkman Capital Management
Emerald Advisers
Jacobs Levy Equity Management
Renaissance Technologies
Blue Grotto Capital
Emerald Mutual Fund Advisers, Trust
Geode Capital Management
Hennessy Advisors
G2 Investment Partners Management
Susquehanna International
Dimensional Fund Advisors
Acadian Asset Management
Assenagon Asset Management

View all funds holding Tree