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Wisdomtree Tr brclys us aggr shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth 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 Goss Wealth 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.8M 41k 42.96
2021-06-30 $1.3M 24k 52.19
2021-03-31 $1.2M 23k 51.19
2020-12-31 $1.0M 19k 53.68
2020-03-31 $334k 6.5k 51.65

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

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