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Wisdomtree Tr brclys us aggr shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Wisdomtree Tr brclys us aggr

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All positions including Wisdomtree Tr brclys us aggr held by Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 79k 42.92
2019-12-31 $1.7M 32k 52.24

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Top funds holding Wisdomtree Tr brclys us aggr

LPL Financial
CWM
Mercer Global Advisors
HighTower Advisors
Prestige Wealth Management Group
Savant Capital Management
UBS Group
Private Advisor
First Foundation Advisors
Ameriprise Financial
Atria Investments
Citizens Financial Group
Raymond James Financial
GSB Wealth Management
Smartleaf Asset Management

View all funds holding Wisdomtree Tr brclys us aggr