Elios Financial Group »

Ishares Tr s^p aggr all shares owned by Elios Financial Group

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Elios Financial Group from 13F filings

Historical chart of Elios Financial Group investment in Ishares Tr s^p aggr all

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All positions including Ishares Tr s^p aggr all held by Elios Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by Elios Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $407k 4.9k 83.40
2025-03-31 $351k 4.6k 76.50

More positions owned by Elios Financial Group

First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Us Infrastruc (IFRA)
First Tr Exchange-traded SHS (QQEW)
Vanguard World Esg Us Stk Etf (ESGV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for Elios Financial Group

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
Assetmark
LPL Financial
Mesirow Financial Investment Management International Equity
Cambridge Investment Research Advisors
Wells Fargo & Company
Jim Saulnier & Associates
Foundations Investment Advisors
Warren Averett Asset Management
Ellenbecker Investment Group
Cetera Investment Advisers
Morgan Stanley
LBMC Investment Advisors
Patton Albertson & Miller

View all funds holding Ishares Tr s^p aggr all