Canvas Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Canvas Wealth Advisors, LLC
- $308 Million
- Q1 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 33,410 shares of AGG stock, worth $3.23 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
33,410
Previous 28,273
18.17%
Holding current value
$3.23 Million
Previous $2.81 Million
16.61%
% of portfolio
1.06%
Previous 1.03%
Shares
13 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