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Spdr Index Shs Fds eafe qual mix shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Spdr Index Shs Fds eafe qual mix (QEFA) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Spdr Index Shs Fds eafe qual mix

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds eafe qual mix held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Index Shs Fds eafe qual mix by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $249k 3.3k 76.09
2023-12-31 $240k 3.3k 73.08
2023-09-30 $260k 3.9k 67.04

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
United Security Bancshares (UBFO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Bridgewealth Advisory Group

Top funds holding Spdr Index Shs Fds eafe qual mix

Ameriprise Financial
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Intelligence Driven Advisers
LPL Financial
Envestnet Asset Management
Great Valley Advisor Group
Financial Enhancement
First Hawaiian Bank
SimpliFi
Jane Street
Bank of America Corporation
CX Institutional
Private Advisor
KWB Wealth
Royal Bank of Canada

View all funds holding Spdr Index Shs Fds eafe qual mix