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Premier Financial Corp shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Premier Financial Corp (PFC) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Premier Financial Corp

Tip: Access up to 7 years of quarterly data

All positions including Premier Financial Corp held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Premier Financial Corp by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $310k 15k 21.06

More positions owned by Cm Wealth Advisors

iShares S&P 100 Index (OEF)
SPDR Dow Jones Industrial Average ETF (DIA)
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Vanguard Dividend Appreciation ETF (VIG)
iShares Russell 1000 Index (IWB)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 2000 Value Index (IWN)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Stock Market ETF (VTI)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Invesco S&p 500 Equal Weight Etf (RSP)
Alphabet Inc Class A cs (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding Premier Financial Corp

BlackRock
Dimensional Fund Advisors
Vanguard Group
Alliancebernstein
Charles Schwab Investment Management
Geode Capital Management
Jpmorgan Chase & Co
American Century Companies
FJ Capital Management
Hotchkis and Wiley Capital Management
ProShare Advisors
Northern Trust
Polaris Capital Management
Bank of New York Mellon
LSV Asset Management

View all funds holding Premier Financial Corp