Bdo Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 11,869 shares of AGG stock, worth $1.16 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,869
Previous 11,962
0.78%
Holding current value
$1.16 Million
Previous $1.19 Million
2.43%
% of portfolio
0.13%
Previous 0.15%
Shares
24 transactions
Others Institutions Holding AGG
# of Institutions
1,967Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio