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Wisdomtree Tr brclys us aggr shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset 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 Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 114k 44.71
2024-06-30 $4.8M 111k 42.96
2024-03-31 $4.1M 96k 43.40

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Ishares Tr Core S&p500 Etf (IVV)
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

Top funds holding Wisdomtree Tr brclys us aggr

Bank of America Corporation
LPL Financial
CWM
Envestnet Asset Management
Mercer Global Advisors
Trilogy Capital
UBS Group
SimpliFi
HighTower Advisors
Savant Capital Management
Prestige Wealth Management Group
Private Advisor
First Foundation Advisors
Symphony Financial
Jpmorgan Chase & Co

View all funds holding Wisdomtree Tr brclys us aggr