Wealthgarden F.s »

SPDR DJ Wilshire Large Cap Value shares owned by Wealthgarden F.s

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Wealthgarden F.s from 13F filings

Historical chart of Wealthgarden F.s investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by Wealthgarden F.s consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 30k 51.14
2024-09-30 $1.6M 30k 52.86

More positions owned by Wealthgarden F.s

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Technology (XLK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)

View all positions for Wealthgarden F.s

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Demars Financial Group
Morgan Stanley
Ameriprise Financial
ValMark Advisers
UBS Group
Bank of America Corporation
Horizon Investments
Raymond James Financial
Jpmorgan Chase & Co
Royal Bank of Canada
CWM
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value