Northwest Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Northwest Financial Advisors holds 3,630 shares of AGG stock, worth $366,847. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,630
Previous 3,550
2.25%
Holding current value
$366,847
Previous $348 Million
1.34%
% of portfolio
0.24%
Previous 0.26%
Shares
3 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