Clear Point Advisors Inc. Ishares Core U.S. Aggregate Bo Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
A detailed history of Clear Point Advisors Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Clear Point Advisors Inc. holds 2,987 shares of AGG stock, worth $292,158. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,987
Previous 3,591
16.82%
Holding current value
$292,158
Previous $349 Million
13.22%
% of portfolio
0.23%
Previous 0.29%
Shares
4 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