Cws Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cws Financial Advisors, LLC
- $252 Million
- Q2 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 2,487 shares of AGG stock, worth $251,286. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,487
Previous 2,186
13.77%
Holding current value
$251,286
Previous $214,000
12.62%
% of portfolio
0.1%
Previous 0.09%
Shares
2 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