Cfs Investment Advisory Services, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cfs Investment Advisory Services, LLC
- $1.19 Billion
- Q3 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 72,910 shares of AGG stock, worth $7.13 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
72,910
Previous 138,872
47.5%
Holding current value
$7.13 Million
Previous $13.5 Million
45.26%
% of portfolio
0.62%
Previous 1.09%
Shares
7 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
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio