Conservest Capital Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Conservest Capital Advisors, Inc.
- $1 Billion
- Q2 2025
A detailed history of Conservest Capital Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Conservest Capital Advisors, Inc. holds 45,388 shares of AGG stock, worth $4.57 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
45,388
Previous 62,934
27.88%
Holding current value
$4.57 Million
Previous $6.23 Million
27.68%
% of portfolio
0.45%
Previous 0.66%
Shares
15 transactions
Others Institutions Holding AGG
# of Institutions
2,179Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio