Andesa Financial Management Inc. Ishares Core U.S. Aggregate Bo Transaction History
Andesa Financial Management Inc.
- $338 Million
- Q1 2023
A detailed history of Andesa Financial Management Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Andesa Financial Management Inc. holds 6,962 shares of AGG stock, worth $707,060. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,962
Previous 4,886
42.49%
Holding current value
$707,060
Previous $473,000
46.51%
% of portfolio
0.21%
Previous 0.26%
Shares
20 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio