Advocacy Wealth Management Services, LLC Ishares Core U.S. Aggregate Bo Transaction History
Advocacy Wealth Management Services, LLC
- $1.11 Billion
- Q2 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 6,293 shares of AGG stock, worth $635,844. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,293
Previous 7,179
12.34%
Holding current value
$635,844
Previous $703,000
13.23%
% of portfolio
0.05%
Previous 0.07%
Shares
23 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