Alpha Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 5,975 shares of AGG stock, worth $591,286. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,975
Previous 5,808
2.88%
Holding current value
$591,286
Previous $588 Million
1.55%
% of portfolio
0.26%
Previous 0.26%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
2,113Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.71 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.33 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.11 Billion1.66% of portfolio