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iShares S&P Conservative Allocatn Fd ETF shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset Advisory Services investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $242k 6.6k 36.44
2023-12-31 $242k 6.7k 36.15
2023-09-30 $318k 9.3k 34.11

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Residential Mult (REZ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Broad Usd High (USHY)

View all positions for Capital Asset Advisory Services

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
Wells Fargo & Company
Lido Advisors
Bank of America Corporation
Curran Financial Partners
Weaver Consulting Group
National Bank Of Canada /fi/
WNY Asset Management
Investment Advisory Group
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
Thrive Capital Management
Archvest Wealth Advisors
Trilogy Capital

View all funds holding iShares S&P Conservative Allocatn Fd ETF