Wisdomtree Tr brclys us aggr shares owned by Trinity Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Trinity Wealth Management
from 13F filings
Historical chart of Trinity 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 Trinity 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 Trinity Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $985k | 22k | 44.71 |
| 2024-06-30 | $731k | 17k | 42.96 |
| 2024-03-31 | $621k | 14k | 43.40 |
| 2023-12-31 | $796k | 18k | 44.02 |
| 2023-09-30 | $750k | 18k | 41.51 |
| 2023-06-30 | $763k | 18k | 43.09 |
| 2023-03-31 | $697k | 16k | 43.69 |