Colton Groome Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Colton Groome Financial Advisors, LLC
- $254 Million
- Q2 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 192,283 shares of AGG stock, worth $19.4 Million. This represents 7.36% of its overall portfolio holdings.
Number of Shares
192,283
Previous 186,629
3.03%
Holding current value
$19.4 Million
Previous $18.3 Million
2.11%
% of portfolio
7.36%
Previous 7.35%
Shares
17 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