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Brandywine Oak Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Brandywine Oak Private Wealth’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,807
Closed -$158K – 371
2018
Q4 		$158K Buy
+8,807
New +$214K 0.04% 226

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Envestnet Asset Management
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Carson Wealth (CWM LLC)
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SB
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UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return