Portus Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Portus Wealth Advisors, LLC
- $100 Billion
- Q3 2025
A detailed history of Portus Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Portus Wealth Advisors, LLC holds 8,651 shares of AGG stock, worth $865,100. This represents 0.86% of its overall portfolio holdings.
Number of Shares
8,651Holding current value
$865,100% of portfolio
0.86%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,222Shares Held
1.3BCall Options Held
179KPut Options Held
20.8K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
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Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
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Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio