Delos Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Delos Wealth Advisors, LLC
- $111 Million
- Q3 2024
A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 24,720 shares of AGG stock, worth $2.42 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
24,720
Previous 21,829
13.24%
Holding current value
$2.42 Million
Previous $2.12 Million
18.18%
% of portfolio
2.26%
Previous 2.11%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
1,967Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio