Captrust Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Captrust Financial Advisors holds 5,207,707 shares of AGG stock, worth $509 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
5,207,707
Previous 4,519,519
15.23%
Holding current value
$509 Million
Previous $439 Million
20.21%
% of portfolio
1.6%
Previous 1.42%
Shares
31 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio