Gradient Capital Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Gradient Capital Advisors, LLC
- $296 Million
- Q3 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 5,239 shares of AGG stock, worth $516,041. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,239
Previous 5,140
1.93%
Holding current value
$516,041
Previous $498,000
6.43%
% of portfolio
0.18%
Previous 0.18%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
1,936Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp121MShares$12 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.72 Billion1.39% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.81 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.53 Billion0.1% of portfolio