Evernest Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 17,764 shares of AGG stock, worth $1.72 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
17,764
Previous 14,333
23.94%
Holding current value
$1.72 Million
Previous $1.39 Million
29.26%
% of portfolio
0.5%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding AGG
# of Institutions
1,979Shares Held
1.06BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio