Atlas Legacy Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Atlas Legacy Advisors, LLC
- $394 Billion
- Q1 2025
A detailed history of Atlas Legacy Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 4,614 shares of AGG stock, worth $454,248. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,614
Previous 4,614
-0.0%
Holding current value
$454,248
Previous $447 Million
2.08%
% of portfolio
0.12%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,172Shares Held
1.28BCall Options Held
110KPut Options Held
10.2K-
Jones Financial Companies Lllp139MShares$13.6 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$8 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.9MShares$5.31 Billion1.24% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.77 Billion1.6% of portfolio