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iShares S&P Conservative Allocatn Fd ETF shares owned by Tiedemann Wealth Management

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

Historical chart of Tiedemann Wealth Management 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 Tiedemann Wealth Management 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 Tiedemann Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $825k 24k 33.96
2023-06-30 $856k 24k 35.24
2023-03-31 $898k 26k 34.96
2022-12-31 $863k 26k 33.61

More positions owned by Tiedemann Wealth Management

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
New Relic
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Uber Technologies (UBER)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Tiedemann Wealth Management

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