Integrated Wealth Concepts »

Wisdomtree Tr brclys us aggr shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr brclys us aggr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $207k 4.6k 44.71
2021-03-31 $3.3M 64k 51.20
2020-12-31 $2.6M 48k 53.68
2020-09-30 $2.4M 44k 53.81
2020-06-30 $1.9M 36k 53.83
2020-03-31 $1.3M 25k 51.64
2019-12-31 $877k 17k 52.24
2019-09-30 $260k 5.0k 52.28