Hhm Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Hhm Wealth Advisors, LLC
- $658 Million
- Q2 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 5,744 shares of AGG stock, worth $561,303. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,744
Previous 7,767
26.05%
Holding current value
$561,303
Previous $760,000
26.71%
% of portfolio
0.08%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio