C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

Ishares Tr msci usavalfct shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 12k 142.19

More positions owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares A I Inno (BAI)
Spdr Series Trust State Street Spd (SPYG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)

View all positions for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Bank of America Corporation
BlackRock
Envestnet Asset Management
Mercer Global Advisors
Wharton Business Group
LPL Financial
Morgan Stanley
Wells Fargo & Company
FMR
Pnc Financial Services
Kathmere Capital Management
Janney Montgomery Scott

View all funds holding Ishares Tr msci usavalfct