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Aberdeen Australia Equity Fund shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Aberdeen Australia Equity Fund (IAF) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Aberdeen Australia Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Aberdeen Australia Equity Fund held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aberdeen Australia Equity Fund by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $117k 27k 4.26
2023-12-31 $113k 26k 4.33
2023-09-30 $103k 26k 3.95
2023-06-30 $109k 25k 4.31
2023-03-31 $108k 25k 4.39
2022-12-31 $102k 23k 4.39

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
United Security Bancshares (UBFO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Bridgewealth Advisory Group

Top funds holding Aberdeen Australia Equity Fund

Allspring Global Investments Holdings
Atria Wealth Solutions
Davenport & Co
Advisor Group Holdings
Shaker Financial Services
Landscape Capital Management
City of London Investment Management Company
Wolverine Asset Management
UBS Group
Baird Financial
Bridgewealth Advisory Group
Raymond James & Associates
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Kestra Advisory Services

View all funds holding Aberdeen Australia Equity Fund