Tandem Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Tandem Wealth Advisors LLC
- $186 Million
- Q2 2024
A detailed history of Tandem Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 361,800 shares of AGG stock, worth $36.2 Million. This represents 18.89% of its overall portfolio holdings.
Number of Shares
361,800
Previous 353,370
2.39%
Holding current value
$36.2 Million
Previous $34.6 Million
1.47%
% of portfolio
18.89%
Previous 19.0%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio