Brendel Financial Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Brendel Financial Advisors LLC
- $194 Million
- Q3 2025
A detailed history of Brendel Financial Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 10,798 shares of AGG stock, worth $1.09 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
10,798Holding current value
$1.09 Million% of portfolio
0.56%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,193Shares Held
1.29BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
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Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio