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Aegon Ltd Amer Reg 1 Cert shares owned by Private Ocean

Quarter-by-quarter ownership of Aegon Ltd Amer Reg 1 Cert (AEG) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Aegon Ltd Amer Reg 1 Cert

Tip: Access up to 7 years of quarterly data

All positions including Aegon Ltd Amer Reg 1 Cert held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aegon Ltd Amer Reg 1 Cert by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8k 964 6.05
2023-12-31 $5.6k 964 5.76
2023-09-30 $4.6k 964 4.80

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SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding Aegon Ltd Amer Reg 1 Cert

Dodge & Cox
Wellington Management Company
Dimensional Fund Advisors
Goldman Sachs Group
Raymond James & Associates
Brandes Investment Partners
Grace & White
Private Management Group
Summit Global Investments
Point72 Europe
Wells Fargo & Company
Pnc Financial Services
Citadel Advisors
Us Bancorp
Stifel Financial

View all funds holding Aegon Ltd Amer Reg 1 Cert