Fermata Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
A detailed history of Fermata Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fermata Advisors, LLC holds 28,060 shares of AGG stock, worth $2.74 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
28,060
Previous 11,564
142.65%
Holding current value
$2.74 Million
Previous $1.12 Million
153.21%
% of portfolio
0.59%
Previous 0.27%
Shares
15 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