Everhart Financial Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Everhart Financial Group, Inc.
- $852 Million
- Q2 2025
A detailed history of Everhart Financial Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 3,486 shares of AGG stock, worth $350,935. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,486
Previous 3,557
2.0%
Holding current value
$350,935
Previous $351,000
1.71%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,193Shares Held
1.29BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio