PFG Private Wealth Management »

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

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

Historical chart of PFG Private 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 PFG Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr s^p aggr all by PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $662k 7.5k 88.13

More positions owned by PFG Private Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pgim Etf Tr Total Return Bon (PTRB)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Portfolio Ln Tsr (SPTL)

View all positions for PFG Private Wealth Management

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