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Wisdomtree Tr brclys us aggr shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management 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 Breakwater Investment Management 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 Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $131k 3.1k 42.92
2024-09-30 $140k 3.1k 44.71
2024-06-30 $134k 3.1k 42.96

More positions owned by Breakwater Investment Management

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
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Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Breakwater Investment Management

Top funds holding Wisdomtree Tr brclys us aggr

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

View all funds holding Wisdomtree Tr brclys us aggr