Clear Point Advisors Inc. Ishares Core U.S. Aggregate Bo Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q1 2024
A detailed history of Clear Point Advisors Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Clear Point Advisors Inc. holds 3,964 shares of AGG stock, worth $389,740. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,964
Previous 6,245
36.53%
Holding current value
$389,740
Previous $620 Million
37.36%
% of portfolio
0.32%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,874Shares Held
958MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.38 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.75 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.72 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.32 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$4.04 Billion0.38% of portfolio