Poinciana Advisors Group, LLC DIMENSIONAL ETF TRUST Transaction History

Poinciana Advisors Group, LLC

  • $96.5 Billion
  • Q1 2025
Number of Shares
54,979
Previous 50,477 8.92%
Holding current value
$1.44 Billion
Previous $1.29 Billion 11.99%
% of portfolio
1.5%
Previous 1.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
4,502 Added 8.92%
54,979 $1.44 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
50,477 New
50,477 $1.29 Billion
Track This Portfolio

Track Poinciana Advisors Group, LLC Portfolio

Follow Poinciana Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Poinciana Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Poinciana Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email