Cws Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cws Financial Advisors, LLC
- $302 Million
- Q4 2024
A detailed history of Cws Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 2,493 shares of AGG stock, worth $245,012. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,493
Previous 2,489
0.16%
Holding current value
$245,012
Previous $252,000
4.37%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,123Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.65 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.98 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio