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Ishares Tr usa min vo shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo 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 usa min vo by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 23k 78.03
2023-06-30 $204k 2.8k 74.33
2019-12-31 $282k 4.3k 65.55

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View all positions for Consolidated Planning Corp

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo