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Wisdomtree Tr brclys us aggr shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners 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 Invenio Wealth Partners 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 Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.4M 218k 42.96
2024-03-31 $8.4M 194k 43.40
2023-12-31 $5.7M 130k 44.02
2023-09-30 $2.8M 68k 41.51