Annex Advisory Services, LLC Ishares Core U.S. Aggregate Bo Transaction History
Annex Advisory Services, LLC
- $2.73 Billion
- Q2 2024
A detailed history of Annex Advisory Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Annex Advisory Services, LLC holds 14,042 shares of AGG stock, worth $1.43 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,042
Previous 20,346
30.98%
Holding current value
$1.43 Million
Previous $1.99 Million
31.58%
% of portfolio
0.05%
Previous 0.07%
Shares
9 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