Bms Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 9,666 shares of AGG stock, worth $933,445. This represents 0.64% of its overall portfolio holdings.
Number of Shares
9,666
Previous 10,010
3.44%
Holding current value
$933,445
Previous $997,000
5.12%
% of portfolio
0.64%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.22 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.38 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.62 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.24 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.97 Billion0.38% of portfolio