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Wisdomtree Tr brclys us aggr shares owned by Oliver Lagore Vanvalin Investment Group

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Oliver Lagore Vanvalin Investment Group from 13F filings

Historical chart of Oliver Lagore Vanvalin Investment Group 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 Oliver Lagore Vanvalin Investment Group 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 Oliver Lagore Vanvalin Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $18k 414 44.02
2023-09-30 $47k 1.1k 41.51
2023-06-30 $84k 2.0k 43.09

More positions owned by Oliver Lagore Vanvalin Investment Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Physical Gold Unit (AAAU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)

View all positions for Oliver Lagore Vanvalin Investment Group

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
Prestige Wealth Management Group
Mercer Global Advisors
Private Advisor
Symphony Financial
First Foundation Advisors
Schwallier Wealth Management
Sequoia Financial Advisors

View all funds holding Wisdomtree Tr brclys us aggr