Cliftonlarsonallen Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 966,391 shares of AGG stock, worth $97.7 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
966,391
Previous 992,843
2.66%
Holding current value
$97.7 Million
Previous $97.2 Million
3.53%
% of portfolio
2.01%
Previous 2.21%
Shares
27 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio