Wisdomtree Tr brclys us aggr shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Wisdomtree Tr brclys us aggr
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Quarterly reported holdings in Wisdomtree Tr brclys us aggr by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $18k | 398 | 44.02 |
| 2023-09-30 | $17k | 398 | 41.51 |
| 2023-06-30 | $17k | 398 | 43.09 |
| 2023-03-31 | $17k | 398 | 43.69 |
| 2022-12-31 | $17k | 398 | 42.65 |
| 2022-06-30 | $28k | 625 | 44.80 |
| 2022-03-31 | $30k | 625 | 48.00 |
| 2021-12-31 | $20k | 386 | 51.81 |