Evergreen Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Evergreen Advisors, LLC
- $334 Million
- Q2 2024
A detailed history of Evergreen Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Evergreen Advisors, LLC holds 14,869 shares of AGG stock, worth $1.5 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
14,869
Previous 14,869
-0.0%
Holding current value
$1.5 Million
Previous $1.46 Million
0.89%
% of portfolio
0.43%
Previous 0.44%
Shares
18 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio