Capital Directions Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 2,200 shares of AGG stock, worth $217,382. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,200
Previous 0
Infinity%
Holding current value
$217,382
Previous $282,000
24.47%
% of portfolio
0.08%
Previous 0.11%
Shares
23 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$12 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$5.02 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.83 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.55 Billion0.1% of portfolio