Alpha Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Alpha Financial Advisors, LLC
- $226 Billion
- Q3 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 5,808 shares of AGG stock, worth $567,673. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,808
Previous 5,612
3.49%
Holding current value
$567,673
Previous $545 Million
7.96%
% of portfolio
0.26%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 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
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio