Avondale Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Avondale Wealth Management
- $150 Million
- Q4 2024
A detailed history of Avondale Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Avondale Wealth Management holds 78,999 shares of AGG stock, worth $7.72 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
78,999
Previous 73,519
7.45%
Holding current value
$7.72 Million
Previous $7.45 Million
2.82%
% of portfolio
5.09%
Previous 4.91%
Shares
23 transactions
Others Institutions Holding AGG
# of Institutions
2,013Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio