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Ishares Tr s^p aggr all shares owned by Crewe Advisors

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Crewe Advisors from 13F filings

Historical chart of Crewe Advisors investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by Crewe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1k 30 69.07
2023-09-30 $1.9k 30 63.50
2023-06-30 $2.0k 30 66.37
2023-03-31 $1.9k 30 63.60

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Intl Stk Etf (VSGX)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Pennant Group (PNTG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Crewe Advisors

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Stifel Financial
Mesirow Financial Investment Management International Equity
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Commonwealth Equity Services
Warren Averett Asset Management
First Ascent Asset Management
Northwest Wealth Management
Legacy Financial Group

View all funds holding Ishares Tr s^p aggr all