Elevate Wealth Advisory, Inc Ishares Core U.S. Aggregate Bo Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 311 shares of AGG stock, worth $30,384. This represents 0.02% of its overall portfolio holdings.
Number of Shares
311
Previous 311
-0.0%
Holding current value
$30,384
Previous $31.5 Million
4.31%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,094Shares Held
1.22BCall Options Held
128KPut Options Held
205K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio