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Wisdomtree Tr brclys us aggr shares owned by ICA Group Wealth Management

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

Historical chart of ICA Group 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 ICA Group 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 ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $146k 3.3k 44.02
2023-09-30 $204k 4.9k 41.51
2023-06-30 $217k 5.0k 43.09
2023-03-31 $236k 5.4k 43.69
2022-12-31 $171k 4.0k 42.65

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (FDL)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (VLU)
Ishares Core MF Closed and MF Open (IVV)
Invesco S&p MF Closed and MF Open (XMHQ)
Vanguard Value MF Closed and MF Open (VTV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (FIXD)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for ICA Group Wealth Management

Top funds holding Wisdomtree Tr brclys us aggr

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
SimpliFi
Savant Capital Management
UBS Group
AE Wealth Management
Trilogy Capital
Mercer Global Advisors
Private Advisor
Prestige Wealth Management Group
Symphony Financial
First Foundation Advisors
Schwallier Wealth Management
Sequoia Financial Advisors

View all funds holding Wisdomtree Tr brclys us aggr