RPg Family Wealth Advisory, LLC
Holdings in TREE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,818,289 | 90,757 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $5,898,132 | 91,119 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $3,359,209 | 90,618 | Shares | Sole | 2025-08-13 |