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WestAmerica Ban shares owned by Planned Solutions

Quarter-by-quarter ownership of WestAmerica Ban (WABC) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in WestAmerica Ban

Tip: Access up to 7 years of quarterly data

All positions including WestAmerica Ban held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WestAmerica Ban by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $84k 1.7k 49.42

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

Top funds holding WestAmerica Ban

BlackRock
BlackRock
Vanguard Group
American Century Companies
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
Morgan Stanley
T. Rowe Price Investment Management
Palisade Capital Management
Northern Trust
Charles Schwab Investment Management
Rbo & Co
Nuveen Asset Management
Invesco

View all funds holding WestAmerica Ban