Sage View Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 3,143,993 shares of AGG stock, worth $307 Million. This represents 13.11% of its overall portfolio holdings.
Number of Shares
3,143,993
Previous 2,774,397
13.32%
Holding current value
$307 Million
Previous $281 Billion
8.43%
% of portfolio
13.11%
Previous 14.26%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
2,094Shares Held
1.22BCall Options Held
128KPut Options Held
205K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio