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Tree shares owned by RMG Wealth Management

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

Historical chart of RMG Wealth Management investment in Tree

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tree by RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $59 1 59.00

More positions owned by RMG Wealth Management

Schwab Us Large Cap Growth Etf Etf (SCHG)
Vanguard Value Etf Etf (VTV)
Ishares Morningstar Mid Cap Etf Etf (IMCB)
Spdr Blmrg Shr Tr Hg Yldbd Etf Etf (SJNK)
Invsc Sp 500 Equal Weight Tech Etf Etf (RSPT)
Spdr Long Term Corporatebond Etf Etf (SPLB)
Schwab Us Small Cap Etf Etf (SCHA)
Ishares Floating Rate Bond Etf Etf (FLOT)
Spdr Intrmdt Trm Crpratebnd Etf Etf (SPIB)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard S&p 500 Etf Etf (VOO)
Apple (AAPL)
Vanguard Mid Cap Etf Etf (VO)
Lockheed Martin Corporation (LMT)
Schwab Us Broad Market Etf Etf (SCHB)

View all positions for RMG Wealth Management

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Ameriprise Financial
Renaissance Technologies
Emerald Advisers
Blue Grotto Capital
Punch & Associates Investment Management
Citadel Advisors
Jacobs Levy Equity Management
Millennium Management
Jane Street
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Susquehanna International

View all funds holding Tree