Ishares Tr s^p aggr all shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 15k | 69.05 |
| 2023-09-30 | $714k | 11k | 63.49 |
| 2023-06-30 | $1.9M | 28k | 66.34 |
| 2023-03-31 | $1.7M | 27k | 63.59 |
| 2022-12-31 | $1.7M | 29k | 59.75 |
| 2022-09-30 | $337k | 6.1k | 55.40 |
| 2022-06-30 | $318k | 5.3k | 59.79 |
| 2022-03-31 | $796k | 12k | 65.63 |
| 2021-12-31 | $661k | 9.1k | 72.81 |
| 2020-12-31 | $99k | 1.6k | 63.71 |
| 2020-09-30 | $152k | 2.6k | 58.02 |
| 2020-06-30 | $169k | 3.1k | 54.75 |
| 2020-03-31 | $201k | 4.3k | 47.24 |
| 2019-12-31 | $62k | 1.1k | 57.84 |
| 2019-06-30 | $55k | 1.0k | 54.56 |
| 2018-09-30 | $22k | 393 | 54.63 |
More positions owned by TRUE Private Wealth Advisors
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