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Ishares Tr s^p aggr all shares owned by Wealthedge Investment Advisors

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Wealthedge Investment Advisors from 13F filings

Historical chart of Wealthedge Investment Advisors investment in Ishares Tr s^p aggr all

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0011.001312M1.0013125M1.001313M1.0013135M1.001314M13.069k13.0695k13.07k13.0705k13.071k
Value ($)Share countHistorical AOA position of Wealthedge Investment Advisors Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr s^p aggr all held by Wealthedge Investment Advisors 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 Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 13k 76.61

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Wealthedge Investment Advisors

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Stifel Financial
Assetmark
Raymond James Financial
Morgan Stanley
Cambridge Investment Research Advisors
Wealthfront Advisers
Mesirow Financial Investment Management International Equity
LPL Financial
Warren Averett Asset Management
LBMC Investment Advisors
Bank of America Corporation
GeoWealth Management

View all funds holding Ishares Tr s^p aggr all