Fsm Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Fsm Wealth Advisors, LLC
- $281 Million
- Q1 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 3,189 shares of AGG stock, worth $311,182. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,189
Previous 4,869
34.5%
Holding current value
$311,182
Previous $483,000
35.4%
% of portfolio
0.11%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding AGG
# of Institutions
1,870Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.31 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.44 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.68 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.29 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$4.01 Billion0.38% of portfolio