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Wisdomtree Tr brclys us aggr shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Wisdomtree Tr brclys us aggr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr brclys us aggr held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr brclys us aggr by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $571k 13k 44.71
2024-06-30 $321k 7.5k 42.96

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Top funds holding Wisdomtree Tr brclys us aggr

Bank of America Corporation
LPL Financial
CWM
Envestnet Asset Management
Trilogy Capital
Mercer Global Advisors
SimpliFi
Savant Capital Management
HighTower Advisors
Prestige Wealth Management Group
Private Advisor
First Foundation Advisors
Symphony Financial
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding Wisdomtree Tr brclys us aggr