Onyx Bridge Wealth Group »

iShares S&P Conservative Allocatn Fd ETF shares owned by Onyx Bridge Wealth Group

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Onyx Bridge Wealth Group from 13F filings

Historical chart of Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $914k 25k 37.30
2024-09-30 $860k 22k 38.66
2024-06-30 $790k 21k 36.93

More positions owned by Onyx Bridge Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Technology (XLK)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Short Treas Bd (SHV)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Indl (XLI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Index Fds Growth Etf (VUG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for Onyx Bridge Wealth Group

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Curran Financial Partners
Lido Advisors
GeoWealth Management
Congress Asset Management
Weaver Consulting Group
Elevation Capital Advisory
Investment Advisory Group
Archvest Wealth Advisors
Trilogy Capital
Wells Fargo & Company
Cambridge Investment Research Advisors
Bank of America Corporation
Ameriprise Financial

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