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Ishares Tr s^p aggr all shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors 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 Pacific Capital Wealth Advisors 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $40k 524 76.61
2024-09-30 $35k 446 78.91
2024-06-30 $25k 338 74.78

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Stifel Financial
Assetmark
Raymond James Financial
Morgan Stanley
Cambridge Investment Research Advisors
Wealthfront Advisers
Mesirow Financial Investment Management International Equity
LPL Financial
Warren Averett Asset Management
LBMC Investment Advisors
Bank of America Corporation
GeoWealth Management

View all funds holding Ishares Tr s^p aggr all