Erts Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Erts Wealth Advisors, LLC
- $529 Million
- Q4 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 21,879 shares of AGG stock, worth $2.17 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
21,879
Previous 24,397
10.32%
Holding current value
$2.17 Million
Previous $2.47 Million
14.17%
% of portfolio
0.4%
Previous 0.46%
Shares
8 transactions
Others Institutions Holding AGG
# of Institutions
2,117Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.73 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.05 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.34 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.12 Billion1.66% of portfolio