Delos Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Delos Wealth Advisors, LLC
- $100 Million
- Q2 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 21,829 shares of AGG stock, worth $2.13 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
21,829
Previous 20,554
6.2%
Holding current value
$2.13 Million
Previous $2.01 Million
5.22%
% of portfolio
2.11%
Previous 2.35%
Shares
13 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio