Beam Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 14,565 shares of AGG stock, worth $1.42 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
14,565
Previous 12,396
17.5%
Holding current value
$1.42 Million
Previous $1.2 Million
22.53%
% of portfolio
0.45%
Previous 0.4%
Shares
13 transactions
Others Institutions Holding AGG
# of Institutions
1,929Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.77 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.49 Billion0.1% of portfolio