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Ishares Tr shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Ishares Tr (GOVZ) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Ishares Tr

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All positions including Ishares Tr held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 2.5M 11.81
2024-06-30 $25M 2.3M 10.76

More positions owned by Consolidated Planning Corp

T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Ishares 25+ Yr T (GOVZ)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Msci Usa Mmentm (MTUM)
Caterpillar (CAT)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)

View all positions for Consolidated Planning Corp

Top funds holding Ishares Tr

Consolidated Planning Corp
Traphagen Investment Advisors
Strategies Wealth Advisors
Cerro Pacific Wealth Advisors
LPL Financial
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Commonwealth Equity Services
SpiderRock Advisors
Brown Advisory Holdings Incorporated
Royal Bank of Canada
Jane Street
Citadel Advisors
Bank of America Corporation
Cetera Investment Advisers

View all funds holding Ishares Tr