C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Core U.S. Aggregate Bo Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.18 Trillion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	SELL	$93.85 - $98.43 $560,190 - $587,528	-5,969 Reduced 68.08%	2,799 $263 Million
Q2 2023 Jul 21, 2023	BUY	$97.49 - $100.53 $854,792 - $881,447	8,768 New	8,768 $859 Million

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$12.1 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.05 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$5.04 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.85 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.57 Billion
0.1% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors with notifications on news.

Account