Form Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 929,705 shares of AGG stock, worth $90.4 Million. This represents 12.49% of its overall portfolio holdings.
Number of Shares
929,705Holding current value
$90.4 Million% of portfolio
12.49%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,164Shares Held
1.26BCall Options Held
110KPut Options Held
10.1K-
Jones Financial Companies Lllp138MShares$13.4 Billion4.57% of portfolio
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Raymond James Financial Inc St. Petersburg, FL81.3MShares$7.91 Billion3.12% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.91 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.24 Billion1.24% of portfolio
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Envestnet Asset Management Inc48.5MShares$4.72 Billion1.6% of portfolio