Wisdomtree Tr brclys us aggr shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr brclys us aggr by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $365k | 8.3k | 44.02 |
| 2023-09-30 | $414k | 10k | 41.51 |
| 2023-06-30 | $483k | 11k | 43.09 |
| 2023-03-31 | $525k | 12k | 43.69 |
| 2022-12-31 | $796k | 19k | 42.65 |
| 2022-09-30 | $716k | 17k | 42.25 |
| 2022-06-30 | $866k | 19k | 44.70 |
| 2021-12-31 | $1.1M | 22k | 51.67 |
| 2021-03-31 | $1.1M | 24k | 47.85 |
More positions owned by Collaborative Wealth Managment
View all positions for Collaborative Wealth Managment