High Net Worth Advisory Group LLC Ishares Core U.S. Aggregate Bo Transaction History
High Net Worth Advisory Group LLC
- $334 Million
- Q2 2024
A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 122,434 shares of AGG stock, worth $12.4 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
122,434
Previous 119,951
2.07%
Holding current value
$12.4 Million
Previous $11.7 Million
1.16%
% of portfolio
3.56%
Previous 3.73%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio