Ever Source Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,506 shares of AGG stock, worth $440,416. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,506
Previous 4,600
2.04%
Holding current value
$440,416
Previous $446,000
2.24%
% of portfolio
0.03%
Previous 0.03%
Shares
12 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