Icon Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Icon Wealth Advisors, LLC
- $3.4 Billion
- Q3 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,248 shares of AGG stock, worth $414,859. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,248Holding current value
$414,859% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,963Shares Held
1.06BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.96 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.77 Billion1.64% of portfolio
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Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio