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Ishares Tr faln angls usd shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Ishares Tr faln angls usd (FALN) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $813k 32k 25.27
2022-12-31 $1.2M 48k 24.61

More positions owned by Summit Wealth & Retirement Planning

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Rus 1000 Val Etf (IWD)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Kraneshares Tr Kfa Mount Lucas (KMLM)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Ishares Tr faln angls usd

Mather Group
Bank of America Corporation
Nomura Asset Management
Hanson McClain Advisors
ESL Trust Services
UBS Group
Allie Family Office
Alliancebernstein
Wright Fund Managment
Wilbanks Smith & Thomas Asset Management
Tactive Advisors
Commonwealth Equity Services
Procyon Private Wealth Partners
Advisor Group Holdings
Executive Wealth Management

View all funds holding Ishares Tr faln angls usd