Hhm Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Hhm Wealth Advisors, LLC
- $697 Million
- Q3 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 5,574 shares of AGG stock, worth $545,192. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,574
Previous 5,744
2.96%
Holding current value
$545,192
Previous $557,000
1.26%
% of portfolio
0.08%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio