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Pax World Balanced Individual shares owned by Livelsberger Financial Advisory

Quarter-by-quarter ownership of Pax World Balanced Individual (PAXWX) shares owned by Livelsberger Financial Advisory from 13F filings

Historical chart of Livelsberger Financial Advisory investment in Pax World Balanced Individual

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All positions including Pax World Balanced Individual held by Livelsberger Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pax World Balanced Individual by Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2k 47 25.00

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Invesco Insured Municipal Income Trust (IIM)
Blackrock Municipal Inco SH (BFK)
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Dws Municipal Income Cf non-tax cef (KTF)
Welltower Inc Com reit (WELL)
Apple (AAPL)
Abbott Laboratories (ABT)
Thornburg Income Builder (TBLD)
Exxon Mobil Corporation (XOM)
Nuveen Div Adv Muni Fd 3 Ben Int (NZF)
Eaton Vance Municipal In SH (EVN)
Bank of America Corporation (BAC)
ACADIA Pharmaceuticals (ACAD)

View all positions for Livelsberger Financial Advisory

Top funds holding Pax World Balanced Individual

Main Street Group

View all funds holding Pax World Balanced Individual