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SPDR DJ Wilshire Large Cap Value shares owned by Braun-Bostich & Associates

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Braun-Bostich & Associates from 13F filings

Historical chart of Braun-Bostich & Associates investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by Braun-Bostich & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Braun-Bostich & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 32k 50.10
2023-12-31 $987k 21k 46.63
2023-09-30 $922k 22k 41.26

More positions owned by Braun-Bostich & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
NVR (NVR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Blackrock Ultra (ICSH)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Braun-Bostich & Associates

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Morgan Stanley
ValMark Advisers
UBS Group
Ameriprise Financial
Bank of America Corporation
Horizon Investments
Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Raymond James Financial Services Advisors
Advisory Alpha
Willis Johnson & Associates

View all funds holding SPDR DJ Wilshire Large Cap Value