Alpha Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Alpha Financial Advisors, LLC
- $208 Billion
- Q2 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 5,612 shares of AGG stock, worth $567,148. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,612
Previous 5,436
3.24%
Holding current value
$567,148
Previous $532 Million
2.32%
% of portfolio
0.26%
Previous 0.25%
Shares
7 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