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

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

Historical chart of TL Private Wealth 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 TL Private Wealth 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 TL Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 3.1k 77.85
2024-06-30 $227k 2.9k 76.90
2024-03-31 $211k 2.9k 72.92
2023-12-31 $202k 2.9k 69.05

More positions owned by TL Private Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr High Yld Systm B (HYDB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Us Vlu (IUSV)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for TL Private Wealth

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Mesirow Financial Investment Management International Equity
LPL Financial
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Wells Fargo & Company
Commonwealth Equity Services
Legacy Financial Group
Morgan Stanley
GeoWealth Management
Ellenbecker Investment Group

View all funds holding Ishares Tr s^p aggr all