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Wisdomtree Tr 90/60 balnced shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Wisdomtree Tr 90/60 balnced

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr 90/60 balnced held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $43k 923 47.00
2024-06-30 $40k 921 43.89
2020-09-30 $716k 22k 33.30

More positions owned by Global Retirement Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Global Retirement Partners

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
Huntington Asset Advisors
CWM
Wealthcare Advisory Partners
WJ Interests
Resources Investment Advisors
Advisor Group Holdings
Cetera Investment Advisers
Professional Financial Advisors
Wealth Enhancement Advisory Services
Bnp Paribas Arbitrage, Snc
LPL Financial
Howard Bailey Securities
Perennial Investment Advisors
AQR Capital Management

View all funds holding Wisdomtree Tr 90/60 balnced