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SPDR DJ Wilshire Large Cap shares owned by New Insight Wealth Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by New Insight Wealth Advisors from 13F filings

Historical chart of New Insight Wealth Advisors investment in SPDR DJ Wilshire Large Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap held by New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $262k 4.3k 61.53

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Simon Property (SPG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard World Inf Tech Etf (VGT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Global Tech Etf (IXN)
Wp Carey (WPC)

View all positions for New Insight Wealth Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Envestnet Asset Management
Advisor Group Holdings
Bank of America Corporation
Resources Investment Advisors
Stadion Money Management
Morgan Stanley
CWM
Clark Capital Management Group
Advocacy Wealth Management Services
Mizuho Corporate Bank

View all funds holding SPDR DJ Wilshire Large Cap