Kingswood Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,680 shares of AGG stock, worth $3.2 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
31,680
Previous 25,730
23.12%
Holding current value
$3.2 Million
Previous $2.52 Billion
22.03%
% of portfolio
0.28%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares 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