Fidelis Capital Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Fidelis Capital Partners, LLC
- $1 Trillion
- Q4 2024
A detailed history of Fidelis Capital Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 7,284 shares of AGG stock, worth $709,898. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,284
Previous 11,607
37.24%
Holding current value
$709,898
Previous $1.14 Billion
38.15%
% of portfolio
0.07%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,037Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.59 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio