Alpha Financial Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Alpha Financial Partners, LLC
- $116 Billion
- Q2 2024
A detailed history of Alpha Financial Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Alpha Financial Partners, LLC holds 139,768 shares of AGG stock, worth $14 Million. This represents 11.75% of its overall portfolio holdings.
Number of Shares
139,768
Previous 127,618
9.52%
Holding current value
$14 Million
Previous $12.5 Billion
8.55%
% of portfolio
11.75%
Previous 11.38%
Shares
5 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio