Genesis Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Genesis Wealth Advisors, LLC
- $115 Billion
- Q4 2024
A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 8,687 shares of AGG stock, worth $846,113. This represents 0.73% of its overall portfolio holdings.
Number of Shares
8,687Holding current value
$846,113% of portfolio
0.73%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,004Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.92 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.48 Billion0.1% of portfolio