Elevatus Welath Management Ishares Core U.S. Aggregate Bo Transaction History
Elevatus Welath Management
- $300 Billion
- Q2 2025
A detailed history of Elevatus Welath Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Elevatus Welath Management holds 3,585 shares of AGG stock, worth $359,360. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,585
Previous 176,878
97.97%
Holding current value
$359,360
Previous $17.5 Billion
97.97%
% of portfolio
0.12%
Previous 9.92%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,169Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.75 Billion2.74% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.12 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.59 Billion1.18% of portfolio
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Envestnet Asset Management Inc54.2MShares$5.43 Billion1.65% of portfolio