Ethos Financial Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Ethos Financial Group, LLC
- $528 Million
- Q3 2024
A detailed history of Ethos Financial Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ethos Financial Group, LLC holds 9,586 shares of AGG stock, worth $936,935. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,586
Previous 8,264
16.0%
Holding current value
$936,935
Previous $802,000
20.95%
% of portfolio
0.18%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio