Heirloom Wealth Management - DBX ETF TR ownership

DBX ETF TR's ticker is SNPE and the CUSIP is 233051143. A total of 65 filers reported holding DBX ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Heirloom Wealth Management ownership history of DBX ETF TR
ValueSharesWeighting
Q3 2023$856,256
+15.0%
21,860
+19.3%
0.38%
+18.0%
Q2 2023$744,300
+3.7%
18,328
-5.1%
0.32%
-5.8%
Q1 2023$717,990
-0.2%
19,306
-7.3%
0.34%
-23.4%
Q4 2022$719,781
+7.0%
20,827
+14.9%
0.45%
-18.7%
Q2 2022$673,000
+2.6%
18,1230.0%0.55%
+20.8%
Q1 2022$656,000
+100.6%
18,123
+119.3%
0.46%
+62.9%
Q4 2021$327,0008,2650.28%
Other shareholders
DBX ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
WCG Wealth Advisors LLC 1,150,585$39,764,2165.46%
COLTON GROOME FINANCIAL ADVISORS, LLC 77,127$2,665,5091.31%
PALLADIEM, LLC 34,915$1,206,6621.25%
Alaska Wealth Advisors 178,667$6,174,7321.11%
SHEETS SMITH WEALTH MANAGEMENT 190,856$6,595,9741.03%
Tranquilli Financial Advisor LLC 32,526$1,124,0990.85%
PFS INVESTMENTS INC. 715,365$24,7230.46%
Heirloom Wealth Management 20,827$719,7810.45%
Insight Wealth Partners, LLC 14,287$493,7590.37%
Horizon Investments, LLC 370,790$12,8150.36%
View complete list of DBX ETF TR shareholders