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Ishares Inc ctr wld minvl shares owned by Philip James Wealth Mangement

Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by Philip James Wealth Mangement from 13F filings

Historical chart of Philip James Wealth Mangement investment in Ishares Inc ctr wld minvl

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All positions including Ishares Inc ctr wld minvl held by Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc ctr wld minvl by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 15k 105.27
2023-12-31 $1.5M 15k 100.35

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Listed Fd Tr Core Alt Fd (CCOR)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

Top funds holding Ishares Inc ctr wld minvl

Aspiriant
Bank of America Corporation
UBS Group
Jane Street
Symmetry Partner
Us Bancorp
Searcy Financial Services
WMS Partners
Alliancebernstein
Bessemer
Commonwealth Equity Services
DORVAL Corp
Wells Fargo & Company
Captrust Financial Advisors
Baron Silver Stevens Financial Advisors

View all funds holding Ishares Inc ctr wld minvl