Herold Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Herold Advisors, Inc.
- $449 Million
- Q3 2024
A detailed history of Herold Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Herold Advisors, Inc. holds 2,179 shares of AGG stock, worth $211,014. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,179
Previous 2,159
0.93%
Holding current value
$211,014
Previous $209,000
5.26%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,084Shares Held
1.18BCall Options Held
115KPut Options Held
402K-
Jones Financial Companies Lllp129MShares$12.5 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.54 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.21 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5 Billion1.66% of portfolio