Position Size ($1000s)
$22,794
| $26,685
| 09/30/2023 | 12/31/2023 | Share Count
711,872
| 735,721
| 09/30/2023 | 12/31/2023 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
WISDOMTREE TR |
735,721 |
$26,685 | IQDG | 735,721 | $26,685 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
WISDOMTREE TR |
711,872 |
$22,794 | IQDG | 711,872 | $22,794 |
Top Stocks Held at 03/31/2024: JNJ, SPY, IVV, AAPL, IJH, More »
Size ($ in 1000's)
At 12/31/2023: $2,124,335 At 09/30/2023: $2,095,723
Combined Holding Report Includes:
JOURNEY STRATEGIC WEALTH LLC AQR CAPITAL MANAGEMENT LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC Bramshill Investments LLC
Journey Strategic Wealth LLC Top Holdings
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