Shared Vision Wealth Group LLC Ishares Agency Bond ETF Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,312 shares of AGZ stock, worth $250,042. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,312
Previous 2,315
0.13%
Holding current value
$250,042
Previous $249 Million
2.47%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding AGZ
# of Institutions
151Shares Held
4.8MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors752KShares$81.3 Million10.39% of portfolio
-
Stifel Financial Corp St. Louis, MO352KShares$38 Million0.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL314KShares$33.9 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL211KShares$22.8 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL188KShares$20.3 Million0.01% of portfolio