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Tree shares owned by RPg Family Wealth Advisory

Quarter-by-quarter ownership of Tree (TREE) shares owned by RPg Family Wealth Advisory from 13F filings

Historical chart of RPg Family Wealth Advisory investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree held by RPg Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by RPg Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 91k 64.73
2025-06-30 $3.4M 91k 37.07

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View all positions for RPg Family Wealth Advisory

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Jennison Associates
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

View all funds holding Tree