Coastal Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Coastal Investment Advisors, Inc.
- $211 Million
- Q3 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 19,488 shares of AGG stock, worth $1.89 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
19,488
Previous 17,936
8.65%
Holding current value
$1.89 Million
Previous $1.74 Million
13.33%
% of portfolio
0.94%
Previous 0.35%
Shares
23 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio