Clearview Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Clearview Wealth Advisors LLC
- $97.3 Million
- Q1 2024
A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 12,701 shares of AGG stock, worth $1.23 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
12,701
Previous 24,314
47.76%
Holding current value
$1.23 Million
Previous $2.41 Million
48.49%
% of portfolio
1.28%
Previous 2.82%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.22 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.38 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.62 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.24 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.97 Billion0.38% of portfolio