Heritage Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Heritage Wealth Advisors holds 4,120 shares of AGG stock, worth $405,820. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,120
Previous 3,875
6.32%
Holding current value
$405,820
Previous $376,000
10.9%
% of portfolio
0.02%
Previous 0.02%
Shares
31 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