Arbor Trust Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Arbor Trust Wealth Advisors, LLC
- $210 Million
- Q4 2024
A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 51,151 shares of AGG stock, worth $4.99 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
51,151
Previous 39,869
28.3%
Holding current value
$4.99 Million
Previous $4.04 Million
22.76%
% of portfolio
2.36%
Previous 2.0%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
2,037Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.59 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio