Capital Advisors, Ltd. LLC Ishares Core U.S. Aggregate Bo Transaction History
Capital Advisors, Ltd. LLC
- $771 Million
- Q2 2024
A detailed history of Capital Advisors, Ltd. LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 2,653 shares of AGG stock, worth $269,438. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,653
Previous 2,647
0.23%
Holding current value
$269,438
Previous $259,000
0.77%
% of portfolio
0.03%
Previous 0.03%
Shares
26 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio