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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
2024-03-31 $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

More positions owned by Trinity Wealth Management

Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Sze Ft (SIZE)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Intl Aggr (IAGG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange Traded Energy Alphadx (FXN)
Global X Fds Us Infr Dev Etf (PAVE)

View all positions for Trinity Wealth Management

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

View all funds holding Wisdomtree Tr brclys us aggr