Grey Fox Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Grey Fox Wealth Advisors, LLC
- $359 Billion
- Q3 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 277,435 shares of AGG stock, worth $27 Million. This represents 7.83% of its overall portfolio holdings.
Number of Shares
277,435
Previous 166,505
66.62%
Holding current value
$27 Million
Previous $16.2 Billion
73.83%
% of portfolio
7.83%
Previous 5.68%
Shares
8 transactions
Others Institutions Holding AGG
# of Institutions
1,998Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.93 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$4.49 Billion0.1% of portfolio