Focus Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Focus Wealth Advisors, LLC
- $183 Million
- Q3 2024
A detailed history of Focus Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Focus Wealth Advisors, LLC holds 17,987 shares of AGG stock, worth $1.76 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
17,987
Previous 17,918
0.39%
Holding current value
$1.76 Million
Previous $1.74 Million
4.72%
% of portfolio
1.0%
Previous 0.97%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio