Archvest Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Archvest Wealth Advisors, Inc.
- $151 Million
- Q2 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 345,807 shares of AGG stock, worth $35 Million. This represents 22.21% of its overall portfolio holdings.
Number of Shares
345,807
Previous 323,610
6.86%
Holding current value
$35 Million
Previous $31.7 Million
5.91%
% of portfolio
22.21%
Previous 22.28%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
1,922Shares 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$6.95 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.88 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.66 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.46 Billion1.52% of portfolio