Atlas Legacy Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Atlas Legacy Advisors, LLC
- $454 Billion
- Q2 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 4,693 shares of AGG stock, worth $472,444. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,693
Previous 4,614
1.71%
Holding current value
$472,444
Previous $456 Million
2.0%
% of portfolio
0.1%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,183Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio