Cape Investment Advisory, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 705 shares of AGG stock, worth $69,287. This represents 0.03% of its overall portfolio holdings.
Number of Shares
705
Previous 296
138.18%
Holding current value
$69,287
Previous $30 Million
127.69%
% of portfolio
0.03%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
2,122Shares 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$7.65 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.98 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