Adapt Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Adapt Wealth Advisors, LLC
- $187 Billion
- Q3 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 3,779 shares of AGG stock, worth $369,208. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,779
Previous 7,658
50.65%
Holding current value
$369,208
Previous $743 Million
48.52%
% of portfolio
0.2%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,013Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio