Ep Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,552,117 shares of AGG stock, worth $151 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
1,552,117
Previous 1,796,961
13.63%
Holding current value
$151 Million
Previous $178 Million
14.77%
% of portfolio
1.8%
Previous 2.3%
Shares
27 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.26 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.41 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.65 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.99 Billion0.38% of portfolio