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 $950,651. This represents 0.64% of its overall portfolio holdings.
Number of Shares
9,666
Previous 10,010
3.44%
Holding current value
$950,651
Previous $997,000
5.12%
% of portfolio
0.64%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,119Shares 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$7.66 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.99 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio