Clear Point Advisors Inc. Ishares Core U.S. Aggregate Bo Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 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 3,591 shares of AGG stock, worth $350,912. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,591
Previous 3,964
9.41%
Holding current value
$350,912
Previous $388 Million
10.21%
% of portfolio
0.29%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio