LifePlan Financial »

Wisdomtree Tr blmbrg fl tr shares owned by LifePlan Financial

Quarter-by-quarter ownership of Wisdomtree Tr blmbrg fl tr shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in Wisdomtree Tr blmbrg fl tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr blmbrg fl tr held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr blmbrg fl tr by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $117k 4.7k 25.04
2020-06-30 $117k 4.7k 25.04
2020-03-31 $158k 6.3k 25.10
2019-12-31 $198k 7.9k 25.12
2019-09-30 $204k 8.1k 25.08
2019-06-30 $312k 12k 25.06
2019-03-31 $849k 34k 25.08
2018-12-31 $773k 31k 25.07
2018-09-30 $524k 21k 25.07
2018-06-30 $228k 9.1k 25.13

More positions owned by LifePlan Financial

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

Top funds holding Wisdomtree Tr blmbrg fl tr

AlphaMark Advisors
Blue Edge Capital
Sound Income Strategies

View all funds holding Wisdomtree Tr blmbrg fl tr