Beacon Financial Advisory LLC Ishares Core U.S. Aggregate Bo Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
A detailed history of Beacon Financial Advisory LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 3,431 shares of AGG stock, worth $348,452. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,431Holding current value
$348,452% of portfolio
0.13%Shares
15 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
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Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
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Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
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Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
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Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio