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Ishares Tr faln angls usd shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Ishares Tr faln angls usd (FALN) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Ishares Tr faln angls usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr faln angls usd held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr faln angls usd by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 167k 26.95
2024-06-30 $4.1M 156k 26.43

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify Wealth Management

Top funds holding Ishares Tr faln angls usd

Mather Group
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
LPL Financial
Angeles Investment
Hanson McClain Advisors
ESL Trust Services
Alliancebernstein
BlackRock
Nomura Asset Management
Wright Fund Managment
Cetera Investment Advisers
BlackRock
Resources Investment Advisors

View all funds holding Ishares Tr faln angls usd