Schechter Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Schechter Investment Advisors, LLC
- $977 Million
- Q2 2024
A detailed history of Schechter Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 11,609 shares of AGG stock, worth $1.18 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,609
Previous 14,145
17.93%
Holding current value
$1.18 Million
Previous $1.39 Million
18.7%
% of portfolio
0.12%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio