Forvis Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,297,511 shares of AGG stock, worth $131 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
1,297,511
Previous 1,232,022
5.32%
Holding current value
$131 Million
Previous $121 Million
4.38%
% of portfolio
3.18%
Previous 3.09%
Shares
29 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