iShares S&P Conservative Allocatn Fd ETF shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Legacy Capital Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $1.4M | 40k | 33.96 |
2023-03-31 | $1.3M | 37k | 34.96 |
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