Guardian Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Guardian Wealth Advisors, LLC
- $1.33 Billion
- Q2 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 3,019 shares of AGG stock, worth $303,922. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,019
Previous 1,336
125.97%
Holding current value
$303,922
Previous $132,000
126.52%
% of portfolio
0.02%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding AGG
# of Institutions
2,193Shares Held
1.29BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio