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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → NEU
PENSION & WEALTH MANAGEMENT ADVISORS, INC. NEU Position History
NewMarket Corporation • Basic Materials
Quarters held
2
Latest value
$18K
Q3 2026
Peak value
$18K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $16K |
| Q3 2026 | $18K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18K | 20 | — | — |
| Q2 2026 | $16K | 20 | — | — |
Other funds holding NEU
$788.9M
$788.9M
$663.4M
$641.5M
$627M
$571.8M
$558.3M
$529.4M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF