Philip James Wealth Mangement »

Ishares Tr s^p aggr all shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement 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 Philip James Wealth Mangement 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 Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 3.7k 73.45
2023-12-31 $247k 3.6k 69.05

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Listed Fd Tr Core Alt Fd (CCOR)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

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
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Commonwealth Equity Services
Warren Averett Asset Management
First Ascent Asset Management
Northwest Wealth Management
Legacy Financial Group

View all funds holding Ishares Tr s^p aggr all