Aletheian Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Aletheian Wealth Advisors LLC
- $177 Million
- Q1 2024
A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 30,417 shares of AGG stock, worth $2.94 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
30,417
Previous 30,432
0.05%
Holding current value
$2.94 Million
Previous $3.02 Million
1.36%
% of portfolio
1.68%
Previous 2.08%
Shares
10 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.22 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.38 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.62 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.24 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.97 Billion0.38% of portfolio