Beam Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 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 15,521 shares of AGG stock, worth $1.53 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
15,521
Previous 14,565
6.56%
Holding current value
$1.53 Million
Previous $1.47 Million
1.97%
% of portfolio
0.49%
Previous 0.45%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
2,116Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.68 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio