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PrairieView Partners

PrairieView Partners is an investment advisor in ST. Paul with $745.49M assets under management.

Company profile

Employees
SEC CIK
IRS number
261121555
SEC advisor number
801-68588
FINRA CRD number
145743
AUM ?
$745.49M (as of 22 Oct 21)
Accounts
2,094 (as of 22 Oct 21)
Employees
16 (9 investment advisory or research)
Phone
651-233-1056

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 387 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$97.45M 438.85K 436.07K +0.6
$74.11M 547.47K 539.43K +1.5
$45.22M 548.67K 526.01K +4.3
American Centy Etf TR (INTL EQT ETF)
$38.94M 623.11K 603.69K +3.2
Vanguard Charlotte FDS
$33.21M 582.98K NEW
$32.2M 476.61K 464.1K +2.7
$21.92M 100.23K 97.45K +2.9
American Centy Etf TR (US SML CP VALU)
$20.87M 276K 270.35K +2.1
Vanguard Intl Equity Index F (FTSE SMCAP ETF)
$20.04M 149.91K 146.45K +2.4
American Centy Etf TR (INTL SMCP VLU)
$19.95M 308.77K 298.24K +3.5
Vanguard Tax-managed Intl FD
$16.23M 321.48K 312.36K +2.9
$14.96M 85.28K 85.6K -0.4
Vanguard Intl Equity Index F (FTSE EMR MKT ETF)
$13.96M 279.14K 274.37K +1.7
$13.78M 132.72K 134.36K -1.2
American Centy Etf TR (AVANTIS EMGMKT)
$11.77M 182.43K 165.5K +10.2
$9.4M 139.32K 142.03K -1.9
$8.88M 174.69K 176.2K -0.9
$8.55M 50.54K 51.41K -1.7
$7.09M 143.6K 143.98K -0.3
$5.68M 57.77K 58.6K -1.4
$5.65M 185.24K 186.92K -0.9
$5.17M 124.41K 126.35K -1.5
$5.05M 68.04K 69K -1.4
$4.89M 107.11K 107.11K 0
$4.83M 68.13K 68.64K -0.7
$4.66M 32.93K 33.26K -1.0
$4.64M 141.27K 142.48K -0.8
$4.64M 46.32K 46.81K -1.1
$3.65M 94.21K 94.94K -0.8
$3.37M 16.77K 16.78K -0.1
$3.31M 44.42K 44.6K -0.4
$3.19M 82.38K 82.96K -0.7
$3.13M 28.68K 29.18K -1.7
$2.98M 29.65K 30.29K -2.1
$2.84M 45.96K 46.06K -0.2
$2.82M 53.52K 54.68K -2.1
$2.01M 18.67K 20.87K -10.6
$1.86M 49.17K 49.17K 0
Vanguard Mun BD FDS
$1.76M 32.13K 30.24K +6.3
$1.6M 31.24K 34.38K -9.1
$1.47M 2.4K 2.4K 0
$1.42M 19.09K 19.24K -0.8
$1.07M 401 406 -1.2
$953K 3.38K 3.13K +8.1
$953K 7.6K 7.55K +0.6
$915K 4.39K 4.26K +3.1
$904K 339 344 -1.5
$684K 10.94K 10.44K +4.8
$651K 2.56K 2.56K -0.0
$630K 11.1K 8.83K +25.8
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings