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Wisdomtree Tr brclys us aggr shares owned by Capstone Financial Advisors

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

Historical chart of Capstone Financial Advisors 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 Capstone Financial Advisors 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 Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $566k 13k 44.71
2024-06-30 $538k 13k 42.96
2024-03-31 $538k 12k 43.40
2022-06-30 $287k 6.4k 44.75
2022-03-31 $15M 320k 47.85
2021-12-31 $7.7M 149k 51.68
2018-12-31 $1.3M 28k 48.24

More positions owned by Capstone Financial Advisors

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Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

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