Gradient Capital Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Gradient Capital Advisors, LLC
- $278 Million
- Q2 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 5,140 shares of AGG stock, worth $522,018. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,140
Previous 5,140
-0.0%
Holding current value
$522,018
Previous $503,000
0.99%
% of portfolio
0.18%
Previous 0.19%
Shares
15 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio