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Ishares Tr s^p aggr all shares owned by Penobscot Wealth Management

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

Historical chart of Penobscot Wealth Management 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 Penobscot Wealth Management 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 Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $208k 3.0k 68.94
2022-03-31 $211k 3.1k 69.09

More positions owned by Penobscot Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Fds Financials Etf (VFH)
Dimensional Etf Trust Intl Core Equity (DFIC)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Gl Clean Ene Etf (ICLN)

View all positions for Penobscot Wealth Management

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Stifel Financial
Mesirow Financial Investment Management International Equity
Commonwealth Equity Services
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Warren Averett Asset Management
First Ascent Asset Management
Northwest Wealth Management
Legacy Financial Group

View all funds holding Ishares Tr s^p aggr all