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 $219,912. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,200
Previous 0
Infinity%
Holding current value
$219,912
Previous $282,000
24.47%
% of portfolio
0.08%
Previous 0.11%
Shares
23 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio