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Tree shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Tree

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tree by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0k 104 58.04
2024-03-31 $4.4k 104 42.35
2023-12-31 $3.2k 104 30.33

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 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