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Ishares Tr s^p aggr all shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $60k 674 89.56
2025-09-30 $404k 4.6k 88.14

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Simplify Exchange Traded Fun Ancorato Target (XXV)
Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Oracle Corporation (ORCL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Eagle Pt Cr (ECC)
Fs Kkr Capital Corp (FSK)
Proshares Tr Bitcoin Etf (BITO)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)

View all positions for Legacy Wealth Managment

Top funds holding Ishares Tr s^p aggr all

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

View all funds holding Ishares Tr s^p aggr all