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Aegon Ltd Amer Reg 1 Cert shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management 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 Axxcess Wealth Management 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $69k 11k 6.39
2024-06-30 $66k 11k 6.13
2023-12-31 $59k 10k 5.76

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Ishares Tr Core Msci Intl (IDEV)
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
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Ishares Tr 0-3 Mnth Treasry (SGOV)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Aegon Ltd Amer Reg 1 Cert

Dodge & Cox
Morgan Stanley
Arrowstreet Capital, Limited Partnership
BlackRock
BlackRock
Dimensional Fund Advisors
Goldman Sachs Group
Raymond James & Associates
Optiver Holding B.V.
Grace & White
Voloridge Investment Management
Summit Global Investments
Marshall Wace
American Century Companies
Bank of America Corporation

View all funds holding Aegon Ltd Amer Reg 1 Cert