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Ishares Tr s^p aggr all shares owned by Family Wealth Partners

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Family Wealth Partners from 13F filings

Historical chart of Family Wealth Partners investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by Family Wealth Partners 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 Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 3.0k 78.92
2024-06-30 $226k 3.0k 74.78
2024-03-31 $257k 3.5k 73.47
2023-12-31 $271k 3.9k 69.06

More positions owned by Family Wealth Partners

Lpl Financial Holdings (LPLA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Family Wealth Partners

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Mesirow Financial Investment Management International Equity
LPL Financial
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Wells Fargo & Company
Commonwealth Equity Services
Legacy Financial Group
Morgan Stanley
GeoWealth Management
Ellenbecker Investment Group

View all funds holding Ishares Tr s^p aggr all