Strategies Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Strategies Wealth Advisors, LLC
- $687 Billion
- Q2 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 5,852 shares of AGG stock, worth $591,403. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,852
Previous 6,293
7.01%
Holding current value
$591,403
Previous $616 Million
7.83%
% of portfolio
0.08%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio